Salesforce Org Establishment and Sales & Marketing Cloud Implementation

Salesforce Org Establishment and Sales & Marketing Cloud Implementation

Industry:
Healthcare

Technology Used:

  • Salesforce Sales Cloud
  • ETL/Data Migration Tools
  • Salesforce Triggers
  • Customized REST API Calls for Data Processing

Client:

A leading healthcare and insurance services company seeking to leverage the power of Salesforce for their sales, marketing, and customer service operations.

Requirement:

  • Salesforce Implementation:Introduce Salesforce as the core enterprise system for managing sales and marketing activities.
  • Data Migration:Migrate data from legacy systems to Salesforce, including custom objects and fields, to facilitate future app development.

Solution Delivered:

TechWize provided a comprehensive solution

  • Data Migration:Executed a meticulous data migration from legacy systems to Salesforce, ensuring accurate transfer of over 100 custom objects and fields.
  • User Training:Developed and delivered a comprehensive training program to empower stakeholders with effective Salesforce utilization.
  • Process Optimization:Conducted regular audits of existing processes to identify areas where Salesforce tools could streamline workflows and enhance efficiency.
  • Customer Service Platform:Spearheaded the creation of an enterprise-wide customer service platform leveraging the Salesforce Lightning Platform for improved customer interactions.
  • Sales Process Redesign:Designed and implemented a new, optimized sales process within Salesforce, leading to a 25% increase in productivity.
  • Data Verification:Implemented parallel data entry in both legacy and Salesforce systems during a trial run to ensure data accuracy and process validation.

Results:

The client was able to get the following results –

  • Enhanced Sales Efficiency:A revamped sales process within Salesforce increased productivity by 25%.
  • Improved Data Management:Accurate data migration from legacy systems laid the foundation for future application development.
  • Empowered Users:Comprehensive training programs ensured user adoption and effective utilization of Salesforce functionalities.
  • Streamlined Customer Service:A centralized customer service platform on the Lightning Platform facilitated efficient customer interactions.

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