Case Studies

Case Studies

  • CRM for Automotive Industry built on Force.com

    A leading automotive dealership firm wished to extend the functionality of the CRM product by adding the SMS capabilities. Force.com was used as a platform to  build a customized solution in lightning to combine client’s existing SMS product with the dealership product.

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  • Wealth Management Solution for Financial Services Firm

    A leading financial services tech firm required a holistic wealth management solution to cross sell and up sell. Force.com was used as a platform to develop wealth management solution thereby helping the clients achieve their long term goals in relation to their wealth

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  • Salesforce Solution for Retail Banking

    A leader in retail banking needed to streamline service operations to better support customers and adapt to a fast-changing market. Salesforce Cloud solution implementation provided scalability with complete visibility and collaboration across the business.

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  • Partner Communities Implementation – Financial Firm

    A Financial services firm with a B2B business model wanted the leverage the force.com platform to help their channel partners close deals faster and enhance the productivity of the advisors. A partner communities implementation was the one stop solution.

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  • Customer Service Solution from Salesforce - Bank

    A modern breed financial services bank was looking for a tailored CRM solution to provide faster and more personalized services to his customers. The motto was to follow a  holistic approach that would  take into account all available and meaningful information about the customer to drive better engagement, more revenue and long-term loyalty.

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  • Credit Card Cross Sell Development

    One of the most diversified India based NBFC’s was looking to improve business operations and profitability by cross selling credit cards to its large retail customer database Leveraging Salesforce1 platform a new transaction processing system was designed to automate the process.

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  • Salesforce Implementation for HealthCare

    A technology services provider for healthcare wished to develop a solution that would offer a complete view of patients and enable to make smarter care decisions. The solution should be designed to take into consideration the demographic information of the patient within the EHR, for the clients spread across the globe leading to a more personalized individual care. It aimed to produce clinical results that are source-verified, reproducible and cost-efficient.

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  • Constituent Relationship Management (CRM) for Higher Education

    A global software services company was seeking for campaign management solution to manage and track marketing activities and campaigns. A solution was required to connect every touch point in the Higher Ed institution, placing students at the heart of everything and drive breakthrough performance across the student life-cycle and provide a centralized view of the prospective students across the sales funnel.

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  • Credit Card Cross Sell Development

    One of the most diversified India based NBFC’s was looking to improve business operations and profitability by cross selling credit cards to its large retail customer database Leveraging Salesforce1 platform a new transaction processing system was designed to automate the process.

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  • Batch Entry Solution for Non Profits

    Extending the functionality of NPSP to proactively allow creation of donor records on the fly or apply payments to an existing opportunity record.

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  • Salesforce Implementation for HealthCare

    A technology services provider for healthcare wished to develop a solution that would offer a complete view of patients and enable to make smarter care decisions. The solution should be designed to take into consideration the demographic information of the patient within the EHR, for the clients spread across the globe leading to a more personalized individual care. It aimed to produce clinical results that are source-verified, reproducible and cost-efficient.

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  • Development of Strategic tool for B2B Sales Management in Lightning

    A leading Sales & Service Training firm wished to develop a strategic tool in custom lightning component to analyse complex selling opportunities and develop strategies for success. A lightning component design  was proposed which would leverage SLDS and grid system for responsiveness.

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  • Partner Communities Implementation – NonProfits

    A US-based Service Provider focusing on Non-Profits wished to implement Salesforce Partner Communities to support constituent relationship management, case tracking and analytics. It desired to implement the communities which could be tailored to align with the organization’s brand and configured to best suit the needs of community, thereby creating a deeper level of engagement, fostering greater commitment and improved member loyalty.

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  • Batch Entry Solution for Non Profits

    Extending the functionality of NPSP to proactively allow creation of donor records on the fly or apply payments to an existing opportunity record.

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  • Customer Communities Implementation – Real Estate

    A Real Estate industry client wished to enhance a portal by providing value added features to the customer to transact online, like placing service requests, submitting documents (scanned copy), etc. Salesforce Communities Community cloud solution revamped the entire customer experience leading to 100% customer satisfaction.

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  • Salesforce Service Cloud Implementation

    One of the foremost real estate firms was looking to setup a cloud based call center leveraging the Salesforce platform. From self-service portals to knowledge management, live chat software to mobile service, the Salesforce Service Cloud delivered the tools the agents need in a unified, multi-monitor desktop, giving them a complete view of the customer.

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  • Customized Campaign Implementation for Real Estate

    A premium real estate developer needed a scalable & cost-effective campaign management program to efficiently reach and capture the customers. A unified customized campaign management implementation was required to improve sales efficiency and revenue with streamlined lead management

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