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Project 1
Salesforce Customization for an Analytics Company
Industry : Information Technology
Technologies: Salesforce
Customer
The Customer is a US-based analytics company that helps clients facilitate the insurance process with AI-based property intelligence.
Challenge
The Customer used CRM based on Salesforce Sales Cloud for collecting client information, sales management and team collaboration. Yet these processes were set up inefficiently, thus, the Customer looked to customize their existing solution to increase sales performance. The Customer also wanted to improve their customer service processes as they suffered from low customer satisfaction. Yet, they lacked in-house resources and expertise to carry out these tasks.
Leaf Business Consulting Services
Solution
The Customer turned to Leaf business consulting Services for Salesforce customization services for their Sales Cloud-based CRM. Leaf business consulting Services team started the project by analyzing the Customer’s needs to find the best way to customize their Salesforce solution within the existing license. To maximize the efficiency of the solution and help organize a steady sales process, Leaf business consulting Services team:
To resolve the existing customer service challenges, Leaf business consulting Services team integrated the Customer’s Salesforce Sales Cloud with Service and Community Clouds. To improve the Customer’s customer service KPIs, such as customer satisfaction and retention rates, and decrease customer service agents’ workload, Leaf business consulting Services team:
Leaf Business Consulting Services
Results
The Customer was able to increase their sales volume and drive their sales team’s productivity due to the increased amount of automation and the adjusted user roles and permissions. Having enriched their CRM with Salesforce Service and Community Clouds, the Customer was able to deliver a high-quality customer service experience, thus building customer retention and increasing overall customer satisfaction
Technologies and Tools
Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Community Cloud, APEX, JavaScript, REST API.
Project 2
Industry : Financial Services
Technologies: Salesforce
Customer
The Customer is a European organization that provides financial consulting services to help their clients minimize investment risks.
Challenges
The Customer used a Salesforce Community Cloud-based solution to provide investors and manufacturers with a platform for collaboration and data sharing for streamlined deal-making. Unfortunately, the platform ceased to meet user needs in full as they wanted more personalized collaboration, which required new user roles. However, the Customer couldn’t satisfy those needs within their Community Cloud edition and didn’t have a budget for switching the edition. So, they looked for a reliable vendor to customize their existing Salesforce solution.
Leaf Business Consulting Services
Solutions
The Customer turned to Leaf business consulting Services as a reliable provider of Salesforce customization services. Leaf business consulting Services team started with creating new custom user roles. To make them functional, custom sharing logic was created by modifying the default sharing model. This enabled data sharing between the newly created roles. Then, Leaf business consulting Services team enabled setting up data viewing permissions for different user roles individually.
To make new user roles appear as native within the collaboration platform, Leaf business consulting Services team introduced code changes. At this task, the team collaborated with the Customer’s in-house Salesforce developers working in different time zones. To ensure smooth cooperation and clear sharing of tasks, the work was structured in a way that each developer worked on the assigned code part, thus avoiding interference with the performance of other team members. When the developers finished their part of coding, code was automatically reviewed and merged, tested and deployed
Leaf Business Consulting Services
Results
The Customer was able to deliver enhanced collaboration capabilities for users of their collaboration platform while remaining within the same Salesforce Community Cloud edition. As a result, they managed to boost client satisfaction and increase the ROI of their Community Cloud solution at the same time.
Technologies and Tools
Salesforce Community Cloud, APEX Code, JavaScript, Chart.js, Visualforce.