by Mira Shah | Sep 6, 2019
Salesforce Implementation – Sales Cloud Problem Track and manage leads. Several processes rely on manual data entry leading to data consistency. Manual data entry of new client details and their past and present record and also no visibility to other departments/...
by Mira Shah | Sep 5, 2019
Complex Project Management Problem • Our project managers working on a project and internal sales, sell only products and make quote, it is not related project • Project Management – We bid one opportunity to for multiple contractors • Pipeline incorrect,...
by Mira Shah | Sep 5, 2019
Complex Mass Email Solutions With Free App Problem • Our company is selling telecommunication products and some products need calibration and service time to time. Once a client purchases the product, we have to send the reminder email to clients for next due date....
by Mira Shah | Sep 5, 2019
Software And Support Registration Problem • Sell the software and put necessary information into the spreadsheet • New version available in market and no reminder email to client Solutions • Created custom object with necessary information • Link to contact and...
by Mira Shah | Sep 4, 2019
Support Ticket Integration With WordPress Problem • Contract with third party ticket system • Cost of money per user per month • No ticket creates, update, close, etc. notification to client and agent • No case timer • Full manual process Solutions • Created custom...
