Salesforce Implementation Services
Mar 23, 2021
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more 1 year
United Kingdom
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Service categories
Service Lines
Software Development
Domain focus
Programming language


Following are the major challenges that we faced while working on the project: • There was no activity tracker for the sales team & hence lacking Key Account Management. • It was a manual process of lead assignment at the start of the drive. • Lack of account management functionality. • Customer 360-degree view is missing; no source of holistic customer info. • No proper data validation and data duplication. • No reports & dashboard; Sr. management. Unable to gauge performance. • There was no standardization of the sales process.


These are some of the important solutions we have offered: • Seamless visibility of the status of conversation/meetings • Simple & on-cloud process of vendor-partner registration • Effective process automation for order management & delivery • Salesforce native solutions for a smarter way to work. • Real-time integration with 3rd party tools. • Strong lead management & tracking process to close deals faster. • Effective task management process to manage work within Organizations. • Elimination of human errors with process automation • Effective marketing solutions with Pardot integration


Our solutions are result-driven and here are some of the impeccable results we delivered through this solution: • Opportunity management • License management for products • Data updates from the 3rd party with email services • Ticket management with Apex and flows • Product shipment and return management from the partner