Melonleaf Consulting

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A pharmaceutical company hired Melonleaf Consulting for application management and support. They were tasked with building the physician's access to the portal for prescriptions and refill request management.

With the help of Melonleaf Consulting, the portal was more convenient and efficient for physicians to access and send prescriptions. The team provided accessible communication and held regular meetings for project deadlines. Above all, they were satisfied and met the expectations of the client. 

Melonleaf designed and built the custom Order Management on Salesforce for Ops Alliance using the LWC framework to save the cost of the CPQ licences.

GVE LONDON is the UK's PREMIER SUPERCAR DEALERSHIP. Melonleaf Consulting collaborated with GVE London to customize Salesforce for their Sales, Servicing, and Detailing departments. The project included setting up Sales Cloud to streamline sales and service processes, creating a Lightning Page for vehicle health checks accessible via phone or tablet, and developing a Visualforce page for pre-delivery inspection PDFs and job cards. Melonleaf also implemented a Vehicle Prospecting Dashboard, designed weekly reports using dashboards, and created a comprehensive Service Dashboard. These customizations improved operational efficiency and provided valuable insights into vehicle management and service performance.

Watch what our client has to say --> https://youtu.be/EozsN-dP2Yk?si=1upnXqgs3GX5dmIz

Parametrix Insurance creates business interruption insurance covering IT infrastructure downtime for SaaS, PaaS, and IaaS. Our insurance policies are claim-free and protect businesses from their catastrophic infrastructure downtime. Parametrix provides peace of mind from the inevitable downtime. Melonleaf helped integrating the Salesforce with  the Downtime detection platform and Customers Insurance data plan Management.

Melonleaf Consulting Helped Banyan, A Receipt Data Platform in New Jersey to manage the Operations related to their Clients and Vendors in a much more efficient manner. With the Salesforce correctly set up it helped in the Data Automation, Sending the Custom Emails, and setting up the payment Schedules based on the data collections from the Vendors. 

Melonleaf Consulting worked with Atlas, a real estate investment and development firm based in Scottsdale, Arizona, to customize Salesforce for their specific needs. The solution streamlined the management of real estate investments, development projects, and client interactions. Melonleaf implemented automation to optimize lead tracking, project management, and investment analysis. Custom workflows and dashboards were developed to provide real-time insights and enhance decision-making processes, improving overall efficiency in managing real estate portfolios and development activities.

Melonleaf Consulting partnered with ReconView, a provider of surveillance solutions for the defense and space manufacturing sectors, to tailor Salesforce for managing sales, leads, and operations. The customization streamlined lead management and sales processes, while also optimizing operational workflows. Melonleaf implemented automation to enhance the tracking of sales opportunities and client interactions. A custom portal was developed to support better internal collaboration and efficiency, improving the overall management of security solutions projects.

Watch what our client has to say -->https://youtu.be/nZxkbMlT_g4?si=9uUZDvmKdl453BH8

Darley is a leading First Response and Warfighters types of equipment providing company in Illinois, US. Melonleaf has been an exclusive development partner to manage all the Digital transformation in Darley. Being a Salesforce Exclusive Partner, We have built multiple projects in Salesforce for Darley like Sales Forecasting, Integrations with JD Edwards, Custom Product Bundling and Quote Generation, Subscriptions Model. Hear what our Client has to say.

Watch what our client has to say --> https://youtu.be/nThCRrlQOqA?si=oYmmCgcSm1dXHdIF

Melonleaf Consulting partnered with Valalto, an air ticket booking and travel arrangements company in Brooklyn, NY, to customize Salesforce and enhance their business processes. Melonleaf developed the Valalto website and inquiry form using the Salesforce Community Portal, enabling the efficient capture of new leads. Automation was integrated to streamline lead conversion, seamlessly transforming leads into inquiries and accounts. Additionally, an authorization form was created to improve the customer onboarding process. Melonleaf further customized Valalto’s portal using Experience Cloud, empowering different departments to manage workflows and customer interactions more effectively, fostering improved collaboration and operational efficiency.

Melonleaf Consulting partnered with Oculus, a commercial real estate advisory firm, to implement Salesforce with Sales Cloud, Service Cloud, and a Partner Portal, tailored to their business operations. The solution managed key entities like properties, clients, leases, and advisory services. Properties were tracked with detailed information such as location, size, type, and market value, while client interactions and lease negotiations were streamlined. Using Sales Cloud, Melonleaf optimized the sales pipeline for property opportunities and client communication, while Service Cloud enabled seamless management of client inquiries and advisory services. A custom Partner Portal was built for better collaboration, with dashboards providing insights into market trends, property performance, and client relationships.

Melonleaf Consulting worked with JMI Realty, headquartered in Austin, Texas to customize Salesforce for their real estate management needs. The solution included managing entities like properties, tenants, leases, and maintenance requests. Properties were tracked with key details such as location, type, size, and availability, while tenants' lease agreements, rent history, and communications were seamlessly managed. Melonleaf built workflows for lease renewals, rent payments, and contract management, and streamlined maintenance request tracking with automated notifications. The sales process was enhanced by integrating property sales leads and customer interactions, with custom reports and dashboards providing valuable insights into property performance and tenant relationships.

Melonleaf built the end to end solution for a Health care clinic Biohaxs, Miami, Florida to manage the Patients, Payment Solutions, Transaction Management, and Daily Operations. 

A business finance firm hired Melonleaf Consulting to help them migrate their system from Salesforce Classic to Salesforce Lightning. They also provided additional SalesForce Org optimization.

The transition from the old system to the new was a complete success. Melonleaf Consulting was able to implement automation features that improved the organization's sales process. The client was highly impressed with the team's communication skills and efficient delivery.

Melonleaf Consulting was hired by Upwork directly to deliver a robust solution for Upwork's asset management and resiliency program using the Salesforce-based Fusion Risk platform. Our team focused on:

• Requirements & Solution Design: We collaborated with the client to design and develop a custom solution tailored to their asset metadata, planning, and response needs.
• Development & Deployment: Melonleaf handled the full lifecycle—from development to deployment—of the Fusion Risk application, ensuring a seamless implementation.
• Security & Data Integrity: We ensured the security, integrity, and hygiene of asset metadata and resiliency data.
• Integration Management: Our team maintained key integrations, ensuring smooth system functionality.

This project showcases Melonleaf’s expertise in delivering Salesforce-based solutions with a focus on security and integration.

Watch what our client has to say --> https://youtu.be/4nW71ujhN4c

Vendor Communication Portal- Developed a vendor communication portal featuring multiple dropdowns for vendor status, parent category, sub-category, and skills. This facilitated easy filtering and quick access to relevant email templates

Trello Integration - Integration with Trello to facilitate efficient third-party collaboration. This integration enabled real-time updates and tracking within Salesforce.

Attachment Capability - Incorporated the ability to attach files directly within customized email templates. This enhanced communication by allowing users to include necessary documentation and informed correspondence.

Bulk Email Capability - Implemented a bulk email feature, allowing users to send emails to multiple vendors simultaneously.

Watch what our client has to say --> https://youtu.be/tvntXKzehCQ?si=UdY8c7yWR8NlMXK3

Melonleaf helped Pharmalabs, a Urology Pharmacy in the Greater Tampa, FL  to Setup and Integrate the Salesforce with the Pharmacy Softwares for Rx Integrations. Automating and easing the Dispatching operations by integrating the Salesforce with the shipping merchants for the tracking of the order, Rx document Integrations and Auto Assignment of the Orders and Prescipritons in Salesforce.  

Watch what our client has to say --> https://youtu.be/bvQ4Xkhka8I?si=sQaAzmyOHvw_AqgH

Melonleaf Consulting provides Salesforce automation and functionality development for a shopping center real estate company. The team works on various programs to improve the business' efficiency. 

Melonleaf Consulting's efforts have considerably enhanced the client's workflow and time management, avoiding tedious manual tasks. The customer greatly appreciates the team's responsiveness, confidence, and willingness to find workarounds to any challenge, delivering satisfactory results. 

Watch what our client has to say --> https://youtu.be/JoE_ksa_N8s?si=AK5OgC9xAFLNsVeB

Melonleaf helped Left Coast Leaders which is a Real Estate Mortgage Company in San Diego, California to build and set up their Salesforce for the end to end Operations, including Sales Automation, Customer Interactions, Integrations with third-party tools like Twilio, the Partner Portal for the External Sales Partners.

An automotive technology company hired Melonleaf Consulting for Salesforce support and custom development in APEX. They are managing all aspects of the Salesforce CRM customization from planning to development.

Thanks to Melonleaf Consulting’s support, the company has received a significant increase in Salesforce productivity. The team provides constant updates, establishing effective and transparent communication. Above all, their breadth of knowledge and ability to meet the requirements is remarkable.

Melonleaf Consulting supported Salesforce, an IT services company. They helped configure and maintain the company’s system from scratch.

The company handled the whole business process's complete CRM solution. Melonleaf Consulting established an effective workflow with excellent communication. Moreover, they impressed the client with their attentiveness and responsiveness to the engagement.

Watch what our client has to say --> https://youtu.be/4nW71ujhN4c

Melonleaf Consulting has successfully delivered several key projects for a client, showcasing its expertise in Salesforce Sales Cloud and integrations. The projects include setting up an Event Management System on Salesforce Sales Cloud, enhancing client engagement through a comprehensive Client Portal, and enabling seamless communication via Twilio integration to send SMS directly from Salesforce. Additionally, Melonleaf integrated QuickBooks with Salesforce, ensuring the smooth synchronization of financial data for better financial management. A Vendor Registration system was also implemented to streamline vendor onboarding and management. Each of these solutions was designed to improve business efficiency and elevate customer experiences.

Melonleaf Integrated a new business unit into an existing Salesforce organization. We also provided expertise and additional resources for an electronics company for the Integration Support and Salesforce Development. Built the integration pipelines for the Streaming Data APIs and Implemented REST API on the Salesforce for real time Data Transfer.

Arrow was successfully rolled out with no post-production launch adjustments. Melonleaf communicated constantly and provided proper and well-explained documentation. Our ability to ramp up available production hours as necessary was very productive and produced a good ROI.