Routine Automation

CLIENT was not satisfied with the standard functionality of adding quotas and that’s why requested a solution to manage and configure lead opportunities with the quote’s custom development. Also, the client asked for a solution to improve field service processes. After communicating with business users, the Routine Automation team has suggested implementing Sales Cloud with customized solutions. 

Based on the client’s business needs, sales processes have been configured to track and manage opportunities and quotes in CRM. 

The client raised the question of how to make prices more flexible. In this case, the RA team has configured price book automation to let products exist with different associated prices in Salesforce. 

• Learn more
• Find All Solutions in Our Case Studies

CLIENT is using the SAP system and asked to configure integration with the e-commerce site across different brands and different regions and to integrate Marketing Cloud with the website to improve the marketing strategy. All data is in one system with each company’s business unit. Due to the company’s goals, we offered marketing processes improvement through email automation with Salesforce Marketing Cloud.

Order, Cancellation and Acquisition Confirmation Emails have been added. When customers take an action through the website or mobile app, then automated messages are sent to them, containing valuable information about their order, cancellation, or acquisition processes.

  
The team has customized Abandoned Cart and Double Opt-In logic. When a customer purchases some products on the website, and some of them put in an abandoned cart, a special email with these abandoned products will be sent offering some similar ones. 

• Learn More
• Find All Solutions in Our Case Studies

CLIENT requested a data complexity with Salesforce integration. At the same time, the company already moved their business to a customized Salesforce Sales Cloud and needed to implement a marketing solution. Through analysis of the current situation, the prospect of scaling and the company’s development plans suggested using Salesforce Marketing Cloud.

Marketing Cloud implementation with data migration processes based on the client’s requirements. 

Full compliance with GDPR and Double Opt-In campaign has been provided which requires subscribers to confirm their e-mail address by simply clicking a link in an e-mail they receive after subscription and ensures subscribers are on the list who wants to be subscribed.  

• Learn More
• Find All Solutions in Our Case Studies

CLIENT was using Salesforce and asked for a solution to collaborate with doctors, patients and braces manufacturers, providing automation and customizations. Also, the customer desired to store data in AWS Cloud on Amazon. According to the customer’s business requirements, we offered Experience Cloud site development and implementations inside Salesforce.

Experience Cloud Site has been built where patients and partners such as medical clinics, doctors and others make appointments. Partners can log in and find plans of medical treatment, cases and other necessary information to use.

Due to the absence of a standard component the RA team has configured the Custom Component of standard technology to download the files into AWS. Customization was about to deliver a function to display content’s mini photo about files’ format and to create a gallery in which the customer can scroll right and left.

• Learn more
• Find All Solutions in Our Case Studies

CLIENT asked for a solution to provide best-in-class customer support using different channels like web, phone, email, social networks and others, integrating it with in-house software to get operational information about customers. The Routine Automation team suggested configuring Service Cloud implementation and integration. 

The client is an international company, and the problem was to adjust all processes for each region since each country has its own business process regulations. The RA team has delivered Service Cloud Implementation from scratch.   

To take loyalty and customer experience to a new level Omni-channel technology as a multichannel customer support approach has been delivered. 

• Learn more
• Find All Solutions in Our Case Studies

Client requested a special portal where every customer can view information about their quotes, and details, and contact a sales agent. It is a good solution for attracting customers, keeping them, and increasing conversions. Additionally, the client asked the RA team for community branding with the adjustment of company colours and logos, and to provide a solution to raise the bar on data security, easy to use, and create reports and dashboards.

The RA team has implemented a Customer Community solution where users can interact with each other, find information about quotes, and contact sales managers. All quotes and offers that are currently active are displayed on the screen. The user can click on any offer and see all the information about it, and information about sellers. Beautiful pictures, avatars of sellers, etc. are displayed.

To ensure community security side a more friendly solution as a Passwordless Login Authentication has been configured. A link is sent to a user in an email or another text message. A user enters the portal without a password and just receives an email with the link. After clicking on the link the user enters a portal. 

• Learn more
• Find All Solutions in Our Case Studies

CLIENT asked to develop a customized Salesforce solution for mortgage estimates and payment calculations from scratch. Also, the Client came up with the idea of creating an easy-to-use ecosystem to connect the client with the company’s reps. 

The RA team implemented the next solutions: 

• Fast & accurate LOAN PAYMENT SCHEDULES directly in Salesforce were integrated. We implemented the loan calculator that works within Salesforce. 
• CHATTER FUNCTION was also created. This made it easier for the client to communicate with the mortgage banker.

Learn More

Find All Solutions in Our Case Study

CLIENT uses Sales and Service Clouds where the sales and customer support departments work. The customer has on-premise SAP to clarify warehouse stocks and inventory position numbers. SAP is responsible for logistics. The main challenge was that the SAP part of the client was exclusively intranet and did not have a public API. Access was possible only from the local network.   

The RA team configured the next solutions:

• Mulesoft implementation through the data sync between SAP and Salesforce.

Learn more
Find All Solutions in Our Case Studies

CLIENT asked for the solution to integrate their online store with a mobile app having a similar website interface. Also, the client was considering switching to another platform.  

The RA team provided the next solutions:  

• Our experts have implemented an Inventory management system to create product requests and track inventory consumption.  
• Configuration of open commerce API allows external web applications to interface with e-commerce functionality such as cart and checkout and provides data object access to product and catalogue.  

Learn more

Find All Solutions in Our Case Studies

CLIENT’s request was to build a user-friendly interface for customers to place a mortgage application, track the application consideration, and provide additional documents if necessary. The Challenge also was to create an interface to let a broker make a quick request for a client’s rating to know his status. 

The RA team developed the next solutions:  

• Our experts have implemented a Community Portal where clients can leave their applications for mortgage consideration.

More about this Case.

Find All solutions in Our Case Study

CLIENT uses an email channel to communicate with customers and wants to have multiple forms based on campaign and brand that will be easy to manage. The client also wants to measure customer engagement using scoring.  

The RA team delivered the next solutions:  

• To enable emails as a channel, Email Studio has been configured. Email templates have been created in Content Builders based on reusable content blocks. 
• Lead scoring is implemented using SalesWings integration and these metrics are used to engage contacts in nurturing campaigns.

Find All Solutions in Our Case Studies

CLIENT came up with the idea of improving a standard package of The Sales and Service Clouds functionality to manage better analytics and support services and integrate with various systems. 

The RA team proposed the next solutions:  

• The web-to-lead form has been configured to capture information about visitors from the client’s website and renewal existing leads through the RestResorce technology, then put and save it in Salesforce.   
• Custom development functionality to disable email distribution by the client’s request, development of email editing functionality using LWC components.  

More about this case

Find All Solutions in Our Case Studies