Salesforce Implementation Services
Mar 23, 2021
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Ubisense
Ongoing

Ubisense

$100,000+
more 1 year
United Kingdom
2-5
view project
Service categories
Service Lines
Software Development
Domain focus
Manufacturing
Other
Programming language
Kotlin
Python
Ruby

Challenge

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.

Solution

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

Results

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