Helping an IT Firm Eliminate Multiple Systems with Salesforce (Case Study)
One of the biggest challenges faced by many companies is getting a single, comprehensive view of their business. In many cases, this problem arises due to the use of multiple systems. The data in the multitude of applications is not integrated in a proper manner. This results in poor data visibility and a lack of cohesion between various business functions.
Companies can resolve this issue using a robust enterprise system such as Salesforce. Read on to find out how Solunus helped a leading provider of analytics services overcome their challenges with disparate systems by implementing Salesforce.
About the Client
The client is a well-known provider of analytics solutions, based in Houston, TX. They have been providing services for a wide range of financial organizations for more than 25 years. The company serves more than 80% of top audit firms in the US.
The company approached us to develop a solution that would enable them to replace the myriad of systems they were using. The analytics solutions developer also wanted the capability to collect e-signatures from their customers in a timely, hassle-free manner.
Challenges Faced by the Client
The client used multiple systems resulting in poor integration of data
They were facing problems in collecting e-signatures from their customers
People of the company were not trained effectively on its processes
Data inaccuracies resulted in various problems, including loss of revenue
Limited ability to generate comprehensive marketing reports
Solution Provided by Solunus
As part of our tailor-made solution for the analytics company, we implemented Salesforce CRM with Configure, Price, Quote (CPQ) and Pardot. We migrated the data from the company’s disparate applications into Salesforce. Our experts also ensured all sales and service activities could be carried out using the enterprise system. This facilitated a 360-degree view of their business. Our solution also included the following.
Streamlining of the Sales and Service Processes of the Customer
Our experts developed a highly efficacious framework that enabled the client to enhance the efficiency of their sales and customer service departments.
Implementation of Adobe DocuSign and Its Integration with Salesforce
The implementation of Adobe DocuSign and its integration with Salesforce helped the customer collect e-signatures from customers easily. This enables them to generate business documents seamlessly.
Setting Up a Robust System to Send Marketing E-mails with Little Effort
We developed a system of high efficacy that leverages the capabilities of Salesforce Pardot. The system allows the client to send marketing e-mails rapidly, with minimal effort and cost.
Configuration of Real-time Data Reports and Dashboards
Our specialists worked with the customer to configure various Salesforce data reports to ensure timely, accurate reporting of sales and service data.