Convert Salesforce Complexity into Intelligent Business Automation
From disconnected customer operations to one connected HubSpot platform
About the Client
A growing service-based organization relied on Salesforce to manage customer relationships, sales operations, and internal processes. As the business grew, the current CRM was called for to be more structured.
Manual activities and fragmented workflows slowed down daily tasks. Few of the existing configurations needed improvement and older configurations made changes more difficult.
The organization had the need for improved data relationships, navigation, and more consistent connection to other business systems.
It also required the ability to build and scale the foundation for future customer portal features without compromising security or CRM performance.
Customer Feedback
“Salesforce has become much easier to use for our teams, and the automation and integrations have provided a better platform for what lies future”
Director of Customer Operations
Salesforce Optimization Creates a Smarter Foundation for Growth
The Unboxx team reviewed the existing Salesforce configuration and identified places where configuration has been lacking, where there is opportunity for automation and ways to improve the Salesforce system.
The business processes of the organization were optimized with Salesforce Flow, validation rules, page layouts, custom objects and security settings.
The current integrations were evaluated and enhanced through Salesforce REST APIs and integration best practices. This was a key step in establishing more consistent links among Salesforce and other business systems.
The CRM relationships were also standardized to make sure that the data was consistent. Security settings were reviewed and access was granted according to security criteria of different types of user groups.
The platform was built to enable the future growth of Salesforce Experience Cloud and offer a scalable platform for customer self-service capabilities.
The Difference
The organization changed from a complex Salesforce environment to a more structured environment, driven by the maturing business processes of the organization.
Automated workflows eliminated repetitive tasks and provided teams with a more standardized approach to everyday tasks.
Enhanced integrations and regular CRM interactions simplified information management. There were also more streamlined page layouts, for Salesforce users in teams.
The new architecture proved to be a solid foundation for future enhancements, including customer portal functionality.
Results
Eliminating manual business processes.
This enhances the efficiency of the CRM process.
Enhanced Integration Reliability of Third Parties
CRM Data Consistency is improved.
The total reduction of User Navigation Time.
Making Salesforce User Adoption Easier.
Key Takeaways
The organisation restructured the existing Salesforce environment to create a more structured, automated, integrated and scalable CRM system to business processes.
The optimized workflows, enhanced integration and the standardized CRM architecture, reduced manual work and ensured a uniform user and admin experience.
The outcome was a Salesforce platform that was future-proof, more efficient, more user-friendly and provided a solid foundation for future growth and expansion.