2340 Walsh Avenue, Suite D
Santa Clara, CA 95051
+1 (408) 550-2340
The client is US-based IT infrastructure & firewall service provider. They provide software and hardware integrated solutions to manage traffic with performance.
Sales quote information was stored in multiple systems, Zoura and SFDC, which was leading to data sync problem. And resulting in negative impact on sales. The client was looking to migrate all the data to a single system to avoid discrepancies.
We recommended utilizing Salesforce CPQ instead of Zoura due to following reasons:
A provider of a business intelligence professional for small and mid-size companies based in San Jose.
To build an application for their staff to do the predictive analysis for their clients. Application to forecast with high accuracy, the consolidated status of business leads and opportunities based on 25 parameters that can be tweaked to alter the forecasting model.
Client is a leading online lender exchange with a marketplace that connects consumers with lenders.
They needed to setup a call center application, so that customer can interact with client’s agents to connect them to right lender. they also needed to track past history of callers.
Leader in power generation who are transforming the electricity industry with innovative technologies and digital offerings.
With disparate data storage systems employees were facing data challenges. Leading to loss of time and efforts. Also, submitting and tracking helpdesk tickets proved to be difficult task with existing system for both support teams as well as the employees.
Healthcare revenue cycle management company to manage healthcare reimbursement. They have cloud-based claim management to streamline workflows and enabled providers to understand and improve financial performance.
Client wanted to shift to the Lightning interface to provide more natural user experience than the familiar Salesforce Classic. However, migrating to Lightning presents challenges to existing Salesforce modifications and processes
To create an employee community to bring employees (6000+) spread across multiple locations under one platform. Main objective was to improve teamwork and collaboration.
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.
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
We recommended utilizing Salesforce CPQ instead of PROS Smart CPQ. Due to following reasons:
We have intelligently configured Salesforce CPQ to get the advantage of all features as well as we have also customized to match business need.
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