Customer Stories

Data Analysis & Mapping For Salesforce - SaaSOptics

Overview
Business Goal
Challenges
Solutions
Impacts

About the Company

A digital transformation firm focused on providing Technology Consulting, Development Centre, Captive as a Service with an innovative approach and latest technology. With both financial and technology insights, Hexaview Technologies endeavors to provide secure, optimal, and quality solutions to your unique business requirements.

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Area of Specialization: Salesforce, Big Data, AI & ML, Cloud Computing, Business Intelligence.

Our flagship Products: ReportWa, PDF Extractor, and Video Statements enable data visualization and automation in reporting as well as data extraction.

Business Goals

  • An energetic development team with expertise in Salesforce & high business acumen.
  • A comprehensive evaluation of business as well as technical requirements.

Challenges

  • Data stored in 'SaaSOptics' and 'Salesforce CRM’ is inconsistent, leading to several crucial concerns.
  • Disordered, inconsistent data hampers analytics, reporting, & decision-making affecting revenue, analysis, and operations data.

Solutions

  • Performed a thorough analysis of data and identified the differences between the data sets across both platforms.
  • We successfully mapped the order processing, customer association, contract association, “billed to” and “shipped to” addresses, and invoice data.

Impacts

  • Achieved a level of expertise of the sales order to invoice data flows, leading to identification of Salesforce to SaaSOptics system best practices.
  • The outcome will be consistent data across SaaSOptics and Salesforce platforms, resulting in accurate data and reporting.
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