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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