Phenoble Software Private Limited

Our client, a property dealer with a large portfolio of properties, was struggling to manage their customer interactions effectively. They were using a basic CRM system that didn't offer the features they needed to stay competitive in the market. They were also experiencing a high volume of customer complaints due to poor communication and slow response times.

The property dealer was struggling to keep track of their client's preferences and property requirements due to ineffective communication channels. They had lost potential clients due to the lack of personalized communication and follow-up.

The property dealer used manual processes to manage their properties, clients, and transactions, which was leading to errors and consumed a lot of time. This resulted in delays in property deals and a lack of efficiency.

The property dealer was struggling to manage large volumes of data related to properties, clients, transactions, and other relevant information. They were unable to generate insights and reports to make informed decisions due to inadequate data management practices.

To address these challenges, the property dealer needed a robust and scalable solution that can streamline their processes and improve their productivity.

*****************************************Solution*************************************

The property dealer turned to Salesforce for a solution to their CRM challenges. We provide a comprehensive CRM system that offers features such as lead and opportunity management, email marketing, and mobile access. With Us, the property dealer was able to streamline their sales process and improve communication with their customers.

We customized the property dealer's project to meet the specific needs of the property dealer company. This included features such as lead and opportunity management, customized workflows, and automated follow-up reminders to improve communication with clients.

A custom object was created in Salesforce to manage properties, including property details, images, and location. This allowed property dealer agents to quickly access relevant information about properties and easily match properties with client requirements.

We provided a way that enabled property dealer agents to provide personalized recommendations and keep track of client interactions.

We automated the process used to streamline processes such as property listing, client onboarding, and transaction management. This reduces errors, saves time, and improves efficiency.

Overall, we provided the solution that helped the property dealer company to become more efficient, effective, and competitive in the real estate market. The solution provided a unified platform for managing clients, properties, transactions, and data, resulting in improved communication, better customer experience, and increased sales.

 
Solution Fixed by Me:

The Clothing Company had been experiencing difficulties in managing their data effectively. Their existing systems lacked integration, resulting in data silos and inconsistencies across various departments. The lack of centralized and up-to-date information caused delays in order processing, ineffective customer service, and limited decision-making capabilities. They needed a comprehensive solution to optimize their data management processes and enhance overall business efficiency.

Main Problems: 

• Data Silos
• Delay Customer Support Inquiries: 
• Poor Customer Experience
• Challenges with Zendesk System
• Lack of Data Integration
• Ineffective Customer Relationship Management (CRM)
• Limited Reporting and Analytics
• Inefficient Order Management

****************************************Solution*************************************

We implemented Salesforce as the company’s primary data management system, leveraging its robust capabilities to address its challenges. The following key areas were focused on:

• Customer Relationship Management (CRM)
• Switching Zendesk into Salesforce
• Salesforce Email-to-Case Feature
• Case Assignment and Priority Setting
• Sales and Order Management
• Integration with E-commerce Platform
• Analytics and Reporting
• Streamlined Order Management

A water purifier company had implemented a CRM system to store customer data, but the company was still manually performing several data-related tasks. The manual approach resulted in inefficiencies and errors, which affected the company's ability to deliver timely and accurate service to customers. The company realized that it needed to automate the data management process to streamline operations, improve efficiency, and enhance the customer experience.
Some of the major problems faced by this company include:

1. Quality control issues
2. Inventory management
3. Payment Integration
4. Promotion

 
*********************************Solution Fixed by Me:******************************

1. Web-to-Lead
2. Process Automation
3. Business Process
4. Approval Process
5. Automated Billing and Invoicing
6. Reports and Dashboard
7. Promotional Emails
8. Automate Email Notifications
9. Track Customer Feedback

The Problem Statement:
Despite leveraging Salesforce as a powerful platform for case management, the IT service-based company faced several challenges related to asset management within the Salesforce ecosystem. These problems impacted the efficiency and effectiveness of case management processes. Below are the main problems:

1. Inefficient Case Handling:
2. Limited Asset Visibility
3. Inadequate Asset Tracking and Documentation
4. Inaccurate Asset Data and Reporting
5. Limited Collaboration
6. Lack of Visibility
7. Inconsistent Reporting

******************Solutions Implemented*************************************

1. Salesforce Implementation
2. Automated Case Assignment and Routing
3. Knowledge Base and Self-Service Portal
4. Integrating Salesforce with ITGlue
5. Milestone Tracking
6. Escalation Rule
7. Communication and Collaboration Enhancements
8. Real-time Reporting and Analytics