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Salesforce Service Cloud Implementation & Integration.

Quebec Based Logistics Company

Sales Cloud Integration

- Canada - Logistics


Problem Statement

The client needed a custom-made Salesforce option to fit their growing organization requirements, nevertheless were hesitant after a series of not successful custom CRM implementations


  • The standard system has to do 6-% -70% of manual work.

  • Guidebook details of an individual account to be placed for different tracking

  • Manual paperwork for the valuing to be approved

  • Paper benefit contracts o obtain singed

  • Info of consumer to be gone into manually as well as linking of that account with all other processes was not there

Solution

We created a roadmap of release stages, targeting the customer's greatest pain factors initially, to create incremental worth as well as ensure they fit with the system


  • Region based custom-made rates & automated authorization procedure to get pricing approved

  • Digital contract process

  • Updated tax system

  • Client Onboarding

  • Assimilation with Freshbooks for account ink ups

  • Combination with AWS, HQ

  • Timeless to Lightning system migration

Result

The solution delivered totally operating Sales Cloud instance, fit for objective, with assimilation to different accountancy software applications.


  • Single sight of the customer, with all work as well as client information now stored in one system

  • Records and call requests can be made easily, as well as show up instantly in Salesforce

  • Automated e-mail journeys improved recommendation lead conversion rates as well as enabled the client to take on brand-new referral partners

  • Automated journeys likewise minimized the variety of outbound telephone calls called for, maximizing team to permit more calculated campaigns and company growth

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