Sorry, no posts matched your criteria
2340 Walsh Avenue, Suite D
Santa Clara, CA 95051
+1 (408) 550-2340
First Name (required)
Last Name (required)
Your Email (required)
First Name *
Last Name *
Company Name *
0 + 4 = ? Please prove that you are human by solving the equation *
A provider of business intelligence professional for small and mid-size companies based in San Jose. They wanted to build a tool for their staff to do predictive analysis for their clients.
Existing businesses can directly integrate their role hierarchy with the application enabling ventures to have zero intervention to make use of the hierarchical simulation feature
The Client expertise in an online clothing delivery service for men, women and kids and an ‘online personal stylist’ for fashion. Their services allow users to create a profile, complete a questionnaire and a team of stylists then handpick a box of clothes which are delivered free of charge.
The Client’s requirement was to sync Salesforce with Oracle bases Order management system (which includes placing an order, cancelling the order, returning ordered products), Case management.
Challenge is to build a solution to resolve the case within a specified timeline by the customer care representatives. if the solution was not provided within the given timeline, then the system will escalate the case to next level in the Escalation matrix.
Also, to design a solution that allows auto-assignment of a case to the available representative dynamically and to build a web-service for syncing the Orders with Oracle and Salesforce in real-time.
We have configured Salesforce according to business requirement of the client for Person Account management, Order, Case management
We have configured the salesforce entitlements and milestones for case management to define the timeline and escalation rules. We built custom web service for syncing Salesforce data with Oracle and vice-versa using MuleSoft.
We have also integrated Qualtrics with Salesforce to get the Case-Close survey for the customers from various country on their language and also to get their feedback about the product.
The client is handling the case management with Salesforce very effectively and now able to maintain the data in two different systems.