Case Studies

Customer Relationship Management

Client Brief and Enterprise Domain

The client was having several companies that he needs to manage from a single CRM platform.
These companies were of the following domain:

  • Vehicle Leasing
  • Freight Forwarders
  • Food and Drinks Distributors

Initial Requirements

Initially, the client has an idea to build a CRM for their enterprise. They have a large-scale business and a huge amount of data to manage. It was tough to generate daily quotes and invoice manually on excel sheets.

So through Salesforce, the client aims to develop the CRM of their own. There was a need to manage customers, companies, opportunities, contacts, invoices, reports, and various other enterprise roles. The highlighted features of the CRM cover the area: sales force automation, digital marketing, service management, and organization benefits.

Challenges or Client Verdicts

  • Vehicle Leasing:
    Within Sage, there is a project for every car leased to a customer. There was a requirement to build a search feature for the hire agreement and see the amounts due, record any emails and phone calls regarding each lease.
    There were two customers: End-users and brokers. For the brokers, they need to see the deals that have been supplied and tie the customers to their file. Record the commission paid to them and send marketing emails.
  • Freight Forwarders
    This company uses a software system called Freight Management. This system creates invoices and shipping documents.
    This software needs to be integrated with Salesforce. The customer, track sales, and send marketing emails to selected customer groups, in selected countries. Each shipment has its unique reference, so tie this reference to the customer.
  • Food and Drinks Distributors
    This business deals with customers all around the world. Send the marketing emails to selected countries. Issued Sales Orders / Purchase Orders, view sales to a customer and record emails.
    To start with only one user, the company owners to be able to see everything that is going on. As a sales or admin joins the business only be able to see projects or groups they work in.
  • Management of all three business
    Redirecting easily within all three companies' data.

Solution/Strategies

  • Vehicle Leasing
    For managing the data, we took the following steps:
    • Integrating Sage API with Salesforce.
    • Separately managing both Customers' data.
    • Managing and searching various Agreements and other Records.
    • Managing Vehicle Records.
    • Workflow to set reminders.
    • Managing permission sets for the authentic user.
  • Freight Forwarders
    The solution proposed as per the challenges, we need to develop the following:
    • Integrating Freight Management Software with the Salesforce.
    • Managing Customers (End users, Business Users, and Other).
    • Managing Countries
    • Synchronize invoice and shipping documents into Salesforce Application.
    • Workflows to send marketing emails.
    • Managing permission sets for the authentic user.
  • Food and Drinks Distributors
    The below are the features that developed for achieving the requirement:
    • Managing Customers from different divisions with no hassle.
    • Manage and sync the orders and sales with customers into the Salesforce Application.
    • Workflows to send marketing emails.
    • Managing permission roles sets for the authentic user.
  • Single Track System for all Companies
    Through the Salesforce platform, it is now convenient to access the data of all companies.

The Main benefits got from our solution delivered

The project development is solely based on the Agile Work methodology and the Scrum architecture. This raised our projects to a peak level in quality, security, profit, promotion, etc. We design, build, configure, test and then release the potentially shippable project increment. This process cycle is also performed in an iterative manner or sprints.

Listing the major benefits gained by the system:

  • Integrating Sage API with Salesforce.
  • Single Track System for all Companies
  • Management of Multiple Contacts
  • Bulk Customer Data Management
  • Integrated Software with the Salesforce
  • Synchronize the orders and sales with customers into Salesforce App
Customer Relationship Management