Sep 04, 2023
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Service categories
Service Lines
Cloud Consulting
Software Development
Domain focus
Other
Retail and Restaurants
Subcategories
Cloud Consulting
SaaS
Software Development
Enterprise Software
Challenge
The client is using the Professional Edition of Salesforce. They wanted to use Salesforce for:
Better selling, buying of materials.
Keeping track of financial details related to Transactions, Transportation details, etc.
Setting up a security protocol so that there is no data breach.
The client is using the Professional Edition of Salesforce. They wanted to use Salesforce for:
Better selling, buying of materials.
Keeping track of financial details related to Transactions, Transportation details, etc.
Setting up a security protocol so that there is no data breach.
Solution
Since the professional edition of SalesForce did not allow any changes using custom codes, we created multiple entities in Salesforce for keeping track of individual data sets. This included:
Interlinked working of Opportunities, Materials, Inventory (Warehouse), Work Orders, and Quotations.
Setting up multiple types of Account data holders for Buyers, Sellers, Brokers, and Material Shapers.
We introduced KPI Reports and Dashboards in the system for all factors related to the company.
We enhanced the Work Orders by providing automation for calculating the Net Profit and Buy Sell terms for individual Work Orders.
Tasks were automated for individual Opportunities thus making the Service team more efficient.
Since the professional edition of SalesForce did not allow any changes using custom codes, we created multiple entities in Salesforce for keeping track of individual data sets. This included:
Interlinked working of Opportunities, Materials, Inventory (Warehouse), Work Orders, and Quotations.
Setting up multiple types of Account data holders for Buyers, Sellers, Brokers, and Material Shapers.
We introduced KPI Reports and Dashboards in the system for all factors related to the company.
We enhanced the Work Orders by providing automation for calculating the Net Profit and Buy Sell terms for individual Work Orders.
Tasks were automated for individual Opportunities thus making the Service team more efficient.
Results
The KPI reports helped the sales team in understanding the improvements they required in various fields.
The sales and Service team used automation in keeping better track of the system.
The automation helped in increasing productivity and revenue generation was increased by a throbbing 23% YoY even after the Covid hit.
The KPI reports helped the sales team in understanding the improvements they required in various fields.
The sales and Service team used automation in keeping better track of the system.
The automation helped in increasing productivity and revenue generation was increased by a throbbing 23% YoY even after the Covid hit.