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Salesforce Case Studies

Delivering guranteed success in Salesforce Consulting. Our consulting focuses on customer satisfaction, manages risk and delivers success.


Enterprise Technology Organisation : Salesforce Operations

We helped the organisation to migrate successfully their legacy application on Salesforce with no downtime, to increase effciency.

  • Migrated VB DOT NET based application to Salesforce CPQ
  • Very large data migration from VB app
  • Support and enhancement for 12 months (ongoing)
  • New Salesforce app for Printer subscription service
  • Training for 200 internal users

Enterprise IT Company: Sales Pipeline Process

We helped the organisation to bring effectiveness & efficiency in their sales process by migrating to Salesforce Lightening Apps.

  • Implement Sales pipeline for North America and LATAM
  • Sales pipeline reporting
  • Migrate Classic Org to Salesforce Lightning
  • Migrated major Sales processes to use Lightening apps
  • Implemented Opportunity Kanban board
  • Migrated Salesforce Outlook Sync to Lightning

Global Leader in Digital Search: Sales Team

Helped to reduce manual efforts and save critical time in sales process by automating with Quote To Cash for the sales team.

  • Quote to Cash (CPQ)
  • Implement Quote-to-cash QTC process in Salesforce
  • Implement Salesforce CPQ for product selection and pricing
  • Migrated custom built Pricing engine into Salesforce CPQ
  • SAP ERP Integration for Payments and Billing
  • DocuSign for e-signature

Medium Sized Healthcare organization: Sales and Operations Team

Improved revenue generation in the sales process by optimizing lead generation and management process.

  • Implement Lead generation process (Web-to-Lead)
  • Sales pipeline reporting
  • Implement Lead assignments rules
  • Implement Sales process for Opportunity management
  • Territory management
  • Multiple Sales management reports

Global Corporation for Internet: Customer Service Team

Helped to achive quick response to customer complaints and high customer satisfaction by implementing Sugar CRM to Salesforce migration.

  • Migrate from Sugar CRM to Salesforce
  • 300 internal users + 5000 external users
  • Customer and Partner Community implementation
  • Achieved higher level of customer satisfaction
  • Lowered time to process customer applications

Diverisified Energy Company: Customer Service Team

Optimized overall call center profitablity by reducing agents and increasing call volume, by migrating from SAP to Salesforce.

  • Migrate from SAP CRM to Salesforce
  • OmniChannel implementation
  • Increased Self-service usage
  • Reduce call volume and time by 60%
  • Reduce number of call center agents by 40%
  • Achieved higher level of customer satisfaction

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