Automated and Improved User Experience for Event Management Firm
- Manual processes automated through Salesforce automation flows, eliminating delays and inaccuracies in sales operations.
- Custom objects created to manage vendor quotations, events, services, and track vendor invoices.
- Separate event management and service management objects developed to address the events and services provided by the client.
- Enhanced staff productivity by offering a comprehensive view of customers and their inquiries, all within a single platform, leading to increased efficiency.
- Automated emails improved timely payments from customers and acted as reminders for the customer, vendor, and internal teams.
Transforming Customer Engagement: Salesforce Implementation for Fintech Organization
- Implemented multiple Salesforce clouds - Sales, Service, and Community Cloud, with third party software integration for customer engagement, service and payments.
- Tailored case management workflows to categorize, prioritize, and route customer inquiries efficiently.
- Configured various communication channels - email, phone and chat, integrated into Service Cloud for seamless omnichannel support.
- Populated knowledge base with FAQs, product documentation to empower customers with self-service options.
- Automation rules configured to automate repetitive tasks - case assignment, escalation, notification. Created customized reports and dashboards to monitor key support metrics, track agent performance, and gain insights into customer satisfaction levels.
Furniture Manufacturing and Distribution Partner moved to Salesforce
- Customer is a manufacturing and distribution partner for a premier international designer and manufacturer of ergonomic furniture.
- Challenges included disparate systems, multiple spreadsheets, manual workflows, and inconsistent reporting.
- Customized Salesforce Sales Cloud to align with the company's unique business needs and workflows.
- Implemented lead management features to streamline lead capture, qualification, and assignment processes.
- Established customized dashboards and reports to monitor sales performance and track key metrics.
- Provided comprehensive user training to ensure smooth adoption and utilization of Sales Cloud by the sales team for client's various events. Results include a centralized platform for managing customer data, improved data accuracy, accessibility, reliability and better pipeline management.
- Unified and consolidated customer data and automation enabled sales team deliver more personalized and timely customer service, leading to higher customer satisfaction
Enhancing Scalability and Flexibility for NGO through Non-Profit Success Pack (NPSP)
- Challenges: scattered donor and beneficiary data, limited email campaign storage, and insufficient visibility into potential leads.
- Program management module developed to manage manufacturing, post-sales processes, quality management and customer feedback.
- Program management automation reduced time and paperwork, eradicated usage of multiple spread sheets.
- Better visibility over potential leads, leading to increase in sales.
- Better decision making and clearer business picture of the operations through reports and dashboards.
