Helping a growing startup scale through process automation.
Products:
Sales Cloud, Service Cloud, Community Cloud, Pardot, Knowledge, Einstein Analytics
The Challenge
Our client sought to scale their business, in part, through a more robust support of their sales & service teams.
They engaged us to help free staff from manual processes developed in response to their current cloud-based system.
Business Type:
Merchant Services Provider
Products:
Sales Cloud, Service Cloud, Community Cloud, Pardot, Knowledge, Einstein Analytics
Integrations:
Amazon Web Services
The Solution
Through professional assessment, system migration & backend integrations, we eliminated manual processes so our client could scale.
Our experts took a 5-step approach:
Assess the existing cloud-based system, identify strengths & opportunities, and deliver professional recommendations.
Migrate the business from Zoho to the Salesforce platform.
Develop customized marketing & sales processes using Salesforce.
Automate high-volume client onboarding, equipment & support processes using Salesforce.
Integrate backend financial & banking systems with Salesforce.
The Results
Our client enjoyed a flexible & more robust cloud-based system, built to handle the growth ahead.
Marketing & sales staff were empowered with automated tools that sped up their work and eliminated manual processing.
The service team was able to onboard new customers, ship equipment, and provide first-line support - all automatically.
The manual work of bridging the gap between the company’s old cloud-based system and 3rd party banking & financial apps was eliminated.
The Impact
With the support the sales & service teams received through this project, our client was able to scale their business by 8 times in under one year.
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