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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