Salesforce Case Studies

Problem – Client wants one solution for their partners and customer business.

Customer have decided to go with Salesforce after thorough comparisons among top CRMs available in the market. Salesforce will be used by their Partners and store managers in various stores across the country for Inventory visibility and order booking from ERP using Salesforce.

Solution – We produced a transformational plan to get the most out of their Salesforce investment, maintain security, and assure adherence to business regulations.

• Solid business involvement by the architectural team with the firm to ensure that the solution tackled key pain points for the firm and made the best of Salesforce Sales and Service Cloud license capabilities.
• The Architecture team discovered the integration and security methodology for existing marketing automation and data warehouse technologies
• Workshop assistance to develop an improved Sales Pipeline and Opportunity Management Process, including contract management
• Service Cloud Email to Case and SLA management functionality were used to develop a new complaints and compensation management solution.

Problem – New Product Inquiries, Quote, Order and Services should be tracked at one platform

Solution – The Lead to Cash Process flow was created by our team of Technical Architects after they studied numerous business processes with different business teams, including Sales, Service, Billing, Inventory, etc.

• Web to Lead – We developed a new product enquiry form for the non-Salesforce-based portal that generates new leads in Salesforce. These Leads are forwarded to various teams according to the items the User has chosen..
• Account Management – Built-in account types are used to handle various account segments according to criteria. Additionally, create user accounts to handle B2C use cases.
• Opportunity to Quote – Based on specific use cases, several sales processes were developed for various sales teams. Process for creating numerous quotes has been made easier, and you may now eSign the approval of the quotation discount. There were several dynamic quotation templates available.
• Order Processing – Inventory tracking is done by an integration with their internal ERP program, Infor LN. Because of this integration, order processing was real-time and accurate, and channel partners and sales teams could see the inventory while making orders, which greatly reduced their workload.

Problem-  XYZ is a commercial lending organization from the US, which processes loan applications and based on that grant them smaller sized financial support. Solution was expected for the operations team to process loan applications faster and accurately. Also many of the excel based calculators to be converted and used in one application

Solution- Online Portal for Partners

We provided a Partner portal with a rich & intelligent user interface for Partners.

• We charted the applicants’ path from the time they exhibited interest in BHG’s lending services on their website all the way through loan fulfilment and money disbursement.
• By directing Partners to submit pertinent personal, financial, and company information, the portal facilitates loan applications.
• With the use of the new platform, applicants may proceed through the procedure easily as it allows loan intake for different loan products.
• The system uses the pre-defined rule curated by business to ensure that the proper data is gathered at the appropriate time and that the proper documentation is presented for ensured eligibility.
• OCR Integration – System integrated with a third-party system to verify and validate the documents uploaded by applicants like DL copy, bank statements etc.