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 ImplementationIntroduce Salesforce as the core enterprise system for managing sales and marketing activities.
Data MigrationMigrate data from legacy systems to Salesforce, including custom objects and fields, to facilitate future app development.
Solution Delivered:
TechWize provided a comprehensive solution
Data MigrationExecuted a meticulous data migration from legacy systems to Salesforce, ensuring accurate transfer of over 100 custom objects and fields.
User TrainingDeveloped and delivered a comprehensive training program to empower stakeholders with effective Salesforce utilization.
Process OptimizationConducted regular audits of existing processes to identify areas where Salesforce tools could streamline workflows and enhance efficiency.
Customer Service PlatformSpearheaded the creation of an enterprise-wide customer service platform leveraging the Salesforce Lightning Platform for improved customer interactions.
Sales Process RedesignDesigned and implemented a new, optimized sales process within Salesforce, leading to a 25% increase in productivity.
Data VerificationImplemented 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.