Salesforce implementation for a supply chain services provider

Solutions

To address these challenges, we implemented a scalable, integrated Salesforce solutions tailored to the company’s global sales and service operations. Our approach centered on automation, data unification, and improved visibility. Our experts aimed to ensure that sales and service teams could operate efficiently while decision-makers had real-time insights.

Salesforce Sales Cloud implementation

• Implemented lead and opportunity management with a structured conversion and disqualification process.
• Integrated Salesforce with SAP and Marketo for real-time data synchronization of accounts, contacts, and opportunities.
• Designed custom reports and Power BI dashboards for improved sales pipeline visibility.
• Established REST API-based connections between multiple Salesforce orgs to enhance data flow.
• Automated deployments using Copado, ensuring smooth system updates and scalability.

Salesforce Service Cloud implementation

• Implemented omnichannel case management, enabling customer interactions through email, chat, and self-service portals.
• Developed a knowledge base and self-service portal to improve issue resolution.
• Integrated Adobe Acrobat Sign for secure digital agreement processing.
• Automated case management and customer engagement workflows to enhance customer service efficiency.
• Enabled live chat functionality, improving real-time customer support.