About the Company

A global IT and Salesforce consulting services provider delivering business consulting, systems integration, and outsourcing services to clients in a variety of industries.

Client's Challenges

The Client’s Salesforce Sales Cloud-based solution didn’t correspond to their business needs. In particular, the sales process was hampered due to a lack of sync between different items and applications. They wanted to improve their processes as they suffered from low productivity and low customer satisfaction. 

Hexaview's Solution

They turned to Hexaview for Salesforce customization services for their Sales Cloud-based CRM. We performed the following activities:

• Created sync between custom fields and opportunity and quote items through Apex development.
• Developed a web portal to share quotations and enhance user experience.
• Set up triggers for automated email notifications to eliminate the scope of missing deadlines.
• Integrated their Sales cloud with FreshBooks - accounting software to enable a two-way flow of information.
• Automated the workflow of order processing through Apex development. 

Impact

The client was able to increase their sales volume and drive their sales team’s productivity due to the increased amount of automation and defined workflow. They were able to deliver a high-quality customer service experience, thus building customer retention and increasing overall customer satisfaction.