ITechWize | IT Consulting, ERP & CRM Services

Salesforce Org Establishment and Sales & Marketing Cloud Implementation

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.

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.

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.