A US-based commercial software company reached out to us to connect their Salesforce and Jira platforms so that their product and customer support teams can work together efficiently. The company’s customer support organization recently migrated to Salesforce from a competitor CRM, and in order to efficiently assign and track escalated service requests, they were looking to establish an automated and integrated workflow between the two teams and two disparate platform. We built an integration to ensure that both teams can communicate and pass information between each other and the customer, ensuring all systems have consistent and relevant details, information and issue resolution status.
A North America based commercial software company reached out to us to identify a way to enable them to better assess opportunities lost during the sales process, so that they can optimize and apply their learnings in future engagements. The client was interested in using TruSales for this insight, and engaged our team to build an integration between Salesforce Sales CRM and TruSales. This integration enabled a seamless yet selective data sharing through a sync of Salesforce data to TruSales for sales insights.
A US-based B2B company specializing in financing solutions reached out to us for a way to streamline their tracking and management methods. The sales pipeline was not efficiently tracked and this affected their overall processes. Before migrating to Salesforce Service Cloud, they used dated tracking methods that were not scalable. To help streamline their pipeline, we migrated them to the Salesforce Service Cloud solution.
Our client, a leading retail electricity supplier, used a dated CRM (customer relationship management) tool for years. They came to a point where they recognized they should improve their internal sales processes which were managed in this CRM system. They did also recognise though, that to migrate to a new, more robust CRM system, it would require a skilled team, and they didn’t have the resources to do this in-house. So they reached out to us.
A home improvement company specializing in selling and installing energy efficient products noticed that their lead generation was plateauing. Our client’s processes for capturing, nurturing and converting leads to sales evolved and expanded over many past years of growth, adding overhead which reduced flexibility and scalability in their lead generation process. The company thought there must be a better way and that it’s time for an upgrade. This is where we came in.
Multinational energy company improves customer experience with live chat and faster sales operations
A British multinational petroleum company wanted to update functionality and data models to better serve their customers and internal teams by using customized workflows and configurations to their Salesforce instance.
The Company contacted our data consultant to provide a Data Integration and Analytics assessment for the CFO and CIO. The first step was to collaborate with executives to create a roadmap and identify what data was needed to achieve their analytics requirements. This included evaluating existing technical architecture, data integrations and data stores. Next we identified the necessary data to provide a clear view between marketing and finance by tying it to CRM customer data to provide the right insights for critical decision making.
The organization had made significant investments in its digital platforms and business optimization efforts but needed to streamline processes (such as allowing the customer service organization to access client records).