Jet BI

Project Description

An American real estate investment company, that helps customers to invest their funds in property across the United States, was looking for a solution that would allow them to have a competitive edge against similar companies in their industry. 

The company didn’t have a CRM system. Key business functions were not automated. The team managed sales and customer care with manual processes, shared spreadsheets, email and phone. 

The Client referred to us as they needed support in developing an equally powerful tool for their team and customers as well.

Project Results

As a result of this project, the Company got a robust and scalable solution to continue to add on as they grow.

• The solution was built on the Sales Cloud, to track deal activity for effective lead and opportunity management, and the Experience Cloud, to drive and optimize the entire deal lifecycle. 
• Sales Cloud implementation helped to streamline core operational processes - no more shared spreadsheets and files are required to run the business.  
• The self-service Customer Portal enabled the team to efficiently handle the deals. Now the Client’s customers can log into the portal to create an account, undergo verification, see the list of investment properties, select a suitable one and place a bid, manage the contract lifecycle, see all open deals and track the history of the closed ones. 
• The integration of Sales and Experience Clouds had a significant impact on the Client team’s internal productivity. The team got a 360-degree view of the customer journey. With new enhancements in the deals management workflow, the Client could provide a better experience to their customers. 

Project description 

Client, a company providing home repair services for individual and corporate customers across London (UK), implemented Salesforce Field Service Lightning to improve the efficiency of the delivered services: automate order and billing processes, optimize real-time onsite operations, and replace a bundle of outstanding software with Salesforce.

Goals

• Optimize current business processes of the customer and improve their efficiency;
• Customize Salesforce CRM to meet the unique customer needs;
• Establish efficient change-management processes to address faster new business requirements without affecting ongoing business operations.

Tasks

• Replace in-house CRM and 10 separate systems (Case and email management, Email, Instant messaging, Desktop to mobile SMS, Credit card processing systems, Mobile app, etc.) with Salesforce cloud products;
• Perform basic configuration of Salesforce Service Cloud, Field Service Lightning, LiveMessage, Customer Community, Contractor’s Community, Reports, and Dashboards;
• Execute data migration;
• Setup integration with several 3rd party services;
• Automate recruiting process;
• Set up automation testing.

Result 

• Salesforce CRM system implemented and integrated into existing infrastructure;
• The implemented solution made it possible to scale the company's business processes in the face of the rapid growth of the client base;
• Major company business processes are covered by Salesforce products;
• Work Order types configured according to existing business processes for different client inquiry types;
• Configured Dispatcher, Administrator, and Technicians FSL Roles and roles hierarchy;
• Security and OWD settings set up;
• Field Service Lightning Objects: Work Order, Work Order Line Item, Service Appointment, Product Objects customized;
• Layouts are adjusted and assigned;
• Work Order Path implemented: now the team can quickly see, and update statuses by clicking the desired value on the Path;
• Mobile Field Service Package for IOS and Android installed and configured;
• Service Territories are created, and operating hours for each Service territory are configured;
• Service Report Template for Invoicing and Billing needs to be configured;
• Case Assignment Rules implemented;
• Omni-channel configured;
• The implemented solution is ready for further scaling, product line/sales volumes growth;
• Master data migrated into the CRM;
• Integrations with 3rd party apps performed;
• Payments security increased with the latest security protocol 3DS2;
• Сonstant checking of functionality in connection with Salesforce releases, tracking changes in functionality;
• Time spent by Support Agents for each action was reduced;
• Overall staff efficiency increased;
• Basic training performed for Admin (Managing Director).

Project Challenges

The client, a startup company that provided a platform for finding the best deals on health insurance, faced several challenges in its marketing efforts. The company had recently purchased the Salesforce Marketing Cloud and Sales Cloud and was looking to implement them from scratch.

The client's requests were specific and focused on several key objectives:

• platform integration,
• the creation of unified email templates for different marketing campaigns,
• the development of targeted marketing campaigns for onboarding new clients, upsells, and reminders to renew insurance,
• the creation of landing pages with forms to collect customer data.

Result

1. The integration of Salesforce Marketing Cloud with Salesforce CRM through Marketing Cloud Connect allowed the sales agents to send Marketing Cloud emails directly from the Sales Cloud and kept subscribers' ёstatus up-to-date on both platforms.
2. High Email Delivery and Engagement Rates: The emails were successfully delivered to all ISPs (AOL, Yahoo, Gmail, etc.) with a 100% delivery rate and an 8.5% click-through rate, demonstrating the success of the implemented best practices.
3. Optimized Email Campaigns through AB Testing: The team conducted AB tests to determine the best-performing subject lines, images, and other elements of the email campaigns, leading to an improvement in overall email engagement and conversion rates.
4. Seamless Communication with Target Audience: The team set up Journey Builder campaigns, enabling seamless communication with the target audience and delivering a personalized experience for each subscriber.

Project Challenges

A major manufacturing organization approached JET BI.

The bigger the company, the more systems they work with, and this company was no exception. Siloed data resided in multiple systems: CRM platform, Salesforce Marketing Cloud, consent management platform, and data from the website servers. Moreover, each system had its unique data model.

The company had recently purchased the Customer Data Platform (CDP) and was looking to implement it from scratch.

The challenges were:

• There was no mechanism to collect and leverage its data which was stored in various systems. For the company, it was critical to identify customers across multiple data sources and connect the dots between them.
• There was no unified customer view to build omnichannel campaigns
• Unclear, what data the company has, what customer data the company can use, and how his customers prefer to be contacted.

Result

1. The customer data was successfully integrated and consolidated from various sources to establish a unified customer identity. This process resulted in a comprehensive view of each customer, enabling highly personalized and contextually relevant interactions. Additionally, by integrating with Business Intelligence (BI) tool, the customer data and insights were further analyzed and utilized to drive informed business decisions and enhance the overall customer experience.
2. By aligning communications with channel-specific customer consent and preferences, we observed a significant improvement in customer engagement, with a 14.4% increase in engagement metrics.
3. Further creation of segments/activations can be done by the company’s employees without knowledge of SQL.

Project Description

A client of JET BI previously used Salesforce Sales Cloud to handle lead submissions and customer information. The client is a US-based business that offers mortgage financing services to investors and consumers. The sales and account management team found it challenging to refer to customer information and any terms that were presented during earlier client encounters because this strategy was far from the all-inclusive solution that the organization required.

Project Challenges

• A flexible application is required to assist business activities rather than subjecting them to the system as a victim;
• Enhancements to the engagement/transaction pipeline's overall UI/UX;
• Coordination of activities across several teams within the company;
• Automating the processes for managing and submitting documents; Automating the computations for loan commissions;
• Providing customers with real-time updates, access to their loan information, and openness regarding the status of their application;
• Development of more individualised marketing and social interaction.

Project Results 

• Salesforce Sales Cloud customization allows centralized management of all business processes - from application submission all the way through to funding approval. Management can now see the status of any deal and sales funnel generally; 
• Document Checklist Component (Lightning Web Component) provides a simple way to collect the required documents from the customers, track the application submission progress, manage file uploads and approvals;
• Loan Commission Calculator (Lightning Web Component) enables automatic calculation of commission, fees, rebates and net income based on loan data;
• Integration and with CongaComposer and CongaSign allows creation of accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce as well as their sending for signature; 
• Experience Cloud-based portal allowed simplifying loan application process, tracking of real-time updates, communication between Cleint’s teams and their customers. From now on, customers can submit loan application documents through a customer portal. They can also track the loan application progress as well as communicate with their account manager on the deal status;
• Pardot integration helped send out newsletters and organize data around a common view of leads and simplify the lead qualification process, giving personalization in sales.

Client

The Client is a  B2B software company specializing in HR solutions. They operate in a highly competitive market with several established players and face the challenge of generating high-quality leads and converting them into sales.

Challenge 

The company utilized multiple marketing strategies to generate leads, also the client faced challenges in effectively managing and converting these leads into customers. Moreover, they lacked the necessary visibility into their lead generation process, making it difficult to pinpoint areas requiring improvement. To solve these challenges, the company decided to implement Pardot. 

Project Results 

After implementing Pardot, the company saw a significant improvement in its lead generation and sales conversion rates. Some of the key results include:

• Higher-quality leads: The company was able to attract higher-quality leads with targeted marketing campaigns, resulting in a 30% increase in lead conversion rates.
• Improved lead nurturing: The company was able to automate its lead nurturing process, resulting in a 50% reduction in sales cycle time.
• Enhanced sales productivity: The sales team was able to focus on the most engaged prospects, resulting in a 20% increase in sales productivity.
• Developed and executed metric tracking and reporting in Pardot that fully integrated with Salesforce, enabling the CRM platform to become the single source of truth.

Client

JET BI's client is a company that has proven experience in designing and delivering purpose-built apps on the Salesforce platform. Most of the apps were developed by our JET BI team. Our successful cooperation has been going on for many years and makes it possible to implement all new ideas.

Challenges

One of the products that JET BI team is working on combines two products that can work either together or separately. The first is a help center with an intelligent search that uses a knowledge base and includes efficient support services. And the second product is ITSM solution with out-of-the-box ITIL processes designed to drive Continual Service Improvement (CSI) for any service delivery function, from internal help desks that support the IT needs of employees, to customer-facing operations that serve clients. 
Our task was to build an effective development and testing process and synchronize releases to make sure all new features in both packages work fine together.

Results

Processes play an important role in project planning and team organization. Structured processes help to avoid chaos in atypical situations and build a sequence of actions that will help to solve the problem.

Our team managed to build effective processes that help to successfully cope with work on 2 projects in parallel. As a result, we can note:

• dozens of launched product releases, including 2 for the current year;
• dozens of end customers and tens of thousands of active users of our products;
• transparent development and  testing process at all stages and, as a result, saved client time for UAT testing;
• motivated team ready to work on new product improvements.

Project description 

The client is a company that provides technical consulting services and sustainable best-in-class solutions on the Salesforce® and SAP® cloud platforms. During the implementation, the Salary calculation project team set up the automatic calculation of bonuses along with salaries for all the client company's employees on the Salesforce® platform and performed data migration for the accountant to a Google spreadsheet.

Goals and tasks 

The main goal is to automate all processes for the accounting department and simplify the calculation of bonuses for all employees, as well as to provide clear analytics for accountants to track the calculation of salaries and bonuses for employees.

• Optimize the customer's current business processes;
• Configure Salesforce CRM to meet the customer's unique needs.
• Setting up all kinds of bonuses;
• Implement SF Salary calculation into the customer's business process.

Result 

The result of the development and implementation of the Salary Calculation tool:

• Set up motivations for each contact;
• Set up salary calculation, taking into account each motivation;
• Set up the possibility to customize bonuses for each employee;
• Added the possibility to limit the number of paid bonuses;
• Set up automatic salary calculation on a specific day of each month;
• Created a Salary object with detailed information about the results of the automatic calculation;
• Set up Salesforce and Google sheet integration;
• Set up automatic uploading of data to Google table;
• Created permission set with different settings for the administrator and the bookkeeper;
• Tested the calculation of salaries with bonuses on the test data close to the real one;
• Created a user guide for the accountant with detailed training and video tutorials on all functions of the project.