Build Smarter Customer Relationships with a Scalable Salesforce CRM
From inconsistent CRM processes to a Salesforce platform built around the way teams work.
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About the Client
A B2B company, with global customers, sales teams and business processes, leveraged Salesforce to keep customer records, sales and business processes organized in one place.
When the business expanded, it was difficult to manage these processes. There was a need for teams to have more consistent data, have more automation and Salesforce apps that will meet their evolving needs.
The company wanted to make Salesforce easier to use but also wanted to lay the groundwork for future growth.
Customer Feedback
"Salesforce is now much easier for our teams to use every day. The automation has reduced manual work, our data is more consistent, and our teams have better tools to manage customer relationships as the business grows."
Director Sales Operations
Salesforce transforms into a more flexible business platform
The Unboxx team optimized Salesforce by implementing custom CRM solutions, workflow automation, Apex development, and scalable application architecture tailored to the organization’s day-to-day business processes.
Salesforce environment was re-designed to cater to day-to-day business processes of the organization. Routine tasks were eliminated and teams managed to complete work in a more uniform manner through the use of automated workflows.
Flow automated key business processes, and Apex and Lightning components gave capabilities that wouldn't be possible in Salesforce otherwise.
Standardization was also achieved for reports, dashboards, permissions and integrations. Teams were able to access customer data and had a uniform approach to working across the organization.
The Difference Unboxxmade
Salesforce evolved from a customer database to a place where customers can be tracked. It turned into a unified application for managing the relationships with customers and handling business processes.
Automated workflows reduced manual tasks and custom applications provided tools that fit the team's needs.
It also enhanced team collaboration and consistency in data and processes. Real time reporting and Dashboards improved the visibility of leadership.
This enhanced Salesforce experience increased the ease of adoption, and built a better base for future business requirements.
Results
Reduction in Manual CRM Tasks
Enhance the Productivity of Users
Enhancing the Accuracy of Customer Data
Faster Business Workflows
Enhance Reporting Efficiency
A Rise in Salesforce Adoption