1.Sales Digital Enablement- (Domain : Manufacturing )
Business Problem- Our client, a leading player in the Manufacturing Industry, was facing challenges in managing their sales pipeline effectively. They needed a solution that could empower their sales team, streamline lead management, and optimize sales processes.
Benefits - Streamlined Lead Management , Auto assign leads to Sales Team, Segmented Enquiry Management , Automated Notifications and Responses , Efficient Opportunity Management , Enhanced Sales & Team performance Tracking and Reporting.
2. Indirect Sales Channels ; Partner Portal ( Domain: Retail)
Business Problem ; Customer was using Salesforce effectively for in-house Sales team. However Partners helping the customer to grow their business in specific regions were not able to utilize Salesforce capabilities, automation and additional issues of communication and inefficiency
Benefits ; Empower indirect sales channels to sell more, Maximized channel ROI, Improved Partner Relations, Satisfied Customers, Track, and forecast channel business alongside direct sales business
3. Recruitment Portal ( Domain: Recruitment )
Business Problem ; US Recruitment organization was spending considerable amount of time in Candidate background verification. In case of missing documents, turn around time was more, leading to delay in on-boarding, loosing business days and business.
Benefits ; Increased Candidate and Recruiter satisfaction and efficiency, Reduced turn-around-time, Automated and faster background verification, increased business.
4. Service Cloud + Data Migration ( Domain: Healthcare )
Business Problem ; Customer was using both Salesforce and Oracle EBS. Customers, opportunities, orders when created in one system needed to be created manually in another system. Systems were required to be kept in sync manually. Any mismatch or manual error was impacting business.
Benefits ; Better ROI on Salesforce and Oracle EBS, Reliable data
5. Salesforce Sales Cloud + Oracle EBS Integration (Domain: Internet, Social media)
Business Problem ; Organization was using 6 different legacy systems to manage customers and support them. E.g. Oracle EBS, JIRA, acquired company’s Salesforce orgs. Beside managing multiple systems, duplicate data, accuracy issue, there was not integrated customer data and/or 360⁰ view.
Benefits ; Increased Customer satisfaction, Increased support team productivity, Increased revenue.
6. Sales Re-Engineering ( Domain: BFSI)
Business Problem ; Organization was using Salesforce for Data storage and reporting purpose only and many other systems running in parallel, manual and time consuming business processes, less ROI.
Benefits ; Increased Lead generation, Better and Automated Sales process, Increased productivity, Close Deals faster, Precise Forecasting, Salesforce use anywhere from any devices, Maximized ROI.
7. PayPal Integration ( Domain: Retail)
Business Problem ; Organization was sending PayPal Invoices by logging in to PayPal Account and sending the Invoice to customers from PayPal by manually copying required data from Salesforce.
Benefits ; Automated Money Request from Salesforce without logging to PayPal, Efficient, Accurate and Time saving, Avoided PayPal dependency and Access, Anyone can send Money Request.
8. Customer Portal ; CMS, eCommerce ; Community/Experience Cloud ( Domain: Healthcare and Nonprofit)
Business Problem ; Customer sales team was using Salesforce. They had their eCommerece website implemented and also CMS ; Content Management System. These were all distinct systems working independently, no integration, no single source of truth.
Benefits ; Increased paid members, Increased revenue and donation, Systematic, Organized up-to- date website without IT support, fully automated events management, pricing and booking.
9. Salesforce Classic to Lightning Migration ( Domain: Healthcare)
Business Problem ; Salesforce with much customization not working in Lightning, not able to utilize Salesforce Lightning, Not able to use Salesforce from Mobile and iPad.
Benefits ; Increased productivity, Salesforce use anywhere from any device
10. Audit ; Customer Community ; App ( Domain: Construction )
Business Problem ; Architects, builders and aged care home operators need to audit sites, homes, buildings and provide general and specific recommendations, scores and best practices.
Benefits ; Based on Audit/Survey score, recommendations, better design residential care homes that promote dignity, self-esteem and autonomy for people. Well designed homes improve their symptoms, reduce their levels of stress to social and built environments.
11. DocuSign ( Domain: IT Sales)
Business Problem ; Based on different complex business scenarios, client wanted to generate Quote with different content. Agreement templates were lengthy, 22 pages. Sales team was sending different documents/agreements manually to the customer for signature, manual data entry causing data error and inefficiency.
Benefits ; Accurate and faster agreements generation, Increased customer satisfaction and Trust.
12. Public Facing Customer Portal ; Mobile App ( Domain: Nonprofit)
Business Problem ; Customer was already using Salesforce and registered members were able to book Clothing Collection Pickup (from Customer Portal). However, Citizens those are NOT registered or members, were NOT able to Donate.
Benefits ; Citizens can find Mobile App on PlayStore, Single Automated system, Customer portal ; use anywhere from any device, Increased Customer Satisfaction and Donation
13. Public Facing Help Center Portal ; Mobile App ( Domain: Mobile Gaming)
Business Problem ; Customer has 5 Mobile Games with 75M users from 6 countries. Gamers were calling on Customer Care Help line number, for any kind of support and even query. Gamers had no reference to any knowledge article, had to contact support team on phone, not a preferred communication channel, waiting period on help line, all these inconveniences resulting into unhappy gamers/customers.
Benefits ; Gamers are able to search knowledge articles and help themselves, reduced incoming calls. Convenient and preferred communication channel, better user experience resulting into Happy customer.