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Case Studies

Case Study

Statement

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Use Case:

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The Challenge

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Industry: 

Implemented

  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Marketing Cloud
  • Partner Community
  • Pardot
  • Integration using
  • Informatica

Technologies integrated

  • SAP
  • ATS – Canada
  • BIMSA – Mexico
  • PROS – Pricing
  • STIBO – Products

The Challenge: (expanded)

  • Highly complex business model to accommodate in a flawless and expendable process which meets all department and future needs.
  • Highly complex security model to prevent data visibility across the org.
  • Real Time integration to bring required information to Salesforce from SAP and other connected systems.
  • Creating the object structure that meets the multi thread relationship structure.
  • Work across multiple teams: Sales, Projects, Customer Services, Technical Support, Marketing.
  • Generate real time quotes and sales proposals for different type of customers within Salesforce.
  • Automated dashboard and reports for sales and service leadership

Before:

  • Multiple versions of quote with different price for same project
  • No proper system for customer support
  • Near to no automation to make processes easy to follow and use
  • Multiple systems to work with
  • Multiple systems across the globe
  • Manual sales reporting

After:

  • Single platform for all customer interactions
  • Consistent pricing model for all projects regardless of Retired mainframe system in phases by bring all existing/new processes required to perform day to day operations
  • 360 view of customer on fingertips
  • Consistent system across the globe
  • Better automated Sales reporting

Final Thoughts:

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