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Salesforce Automation
Tailored Onboarding for Complex Environments
Our onboarding is designed for teams that require deep integration and customization of Salesforce to align precisely with sophisticated business models. We focus on strategic applications, advanced automation, and leveraging high-level Salesforce functionalities to optimize your existing processes and drive significant business outcomes.
Record Deduplication System
- Implemented a system using custom Apex code and Salesforce Duplicate Management to identify and merge duplicate customer records automatically.
- Ensured data cleanliness and consistency, reducing errors in customer management and boosting revenue from customer engagements.
Automatic Detection and Merging
Enhanced Data Integrity:
Automating Verification of Benefits
- Utilized Salesforce‘s Workflow Rules and Process Builder to automate the creation and management of tasks and cases throughout the customer lifecycle.
- Achieved a 70% reduction in time required for verification processes by automating tracking and management.
Automated Task and Case Management:
Efficiency Improvement:
Case Management Workflows for Customer Conversion
- Rolled out Salesforce workflows or Process Builder flows to automate case management effectively.
- Streamlined case handling processes ensured timely follow-ups and better customer engagement, resulting in higher conversion rates.
Automated Task and Case Management:
Improved Conversion Rates:
Custom Solutions for Strategic Business Needs
We develop custom applications and interfaces that go beyond standard customization, addressing the unique challenges faced by highly technical industries. Our focus is on creating powerful, scalable applications that integrate seamlessly into your advanced Salesforce ecosystem, enhancing both user experience and operational efficiency.