Salesforce Implementation Improves Lead Generation And Workflow Automation For A Leading US Consulting Firm

Expertise: Custom Web Development Customer Relation Management (CRM) Business Process Automation Lightning Experience Customization SalesForce Implementation
Verticals: Consulting
Technologies: Salesforce Sales CloudSalesforce LightningWorkflows
Home > Portfolio > Salesforce Implementation Improves Lead Generation And Workflow Automation For A Leading US Consulting Firm
Client Overview
A prominent consulting company that specialized in data analytics, emergency preparedness, and homeland security required a strong solution to handle lead generation and client interactions. The client provides mission-critical solutions, such as data visualization, cloud computing, and geospatial services, to U.S. federal organizations. The client specializes in sophisticated technology integration. We integrated Salesforce with current systems using jQuery, PHP, and Bootstrap to improve lead tracking and automate tasks. With the help of this technology, their varied government programs could manage data more accurately and with greater operational efficiency.

Business Needs
For the client to effectively manage their Sales process, a complete solution was needed. Their current system, which involved a number of tools for project and lead management, was becoming laborious and time-consuming. To enhance their operations, they wanted to optimize Salesforce Org., which included setting up development environments and managing backlogs.

  • They wanted to simplify the setup of Salesforce for project and lead management.
  • The client wanted to tailor salesforce according to specific business processes.
  • They also wanted to automate user story and product backlog generation and management.
  • They needed to create a development environment that is scalable for continuous improvements.
Strategy & Solution
The customer was looking for a trustworthy partner to help them deploy and modify existing systems in order to improve lead management and project workflows. Our team takes responsibility of adapting Salesforce to match their specific demands because they have experience offering customized solutions. To ensure a smooth environment for iterative development, we established the developer sandbox and drafted a thorough product backlog. Thanks to the jQuery, WordPress, PHP, Bootstrap, and MySQL technologies, we were able to carefully match Salesforce with their operational goals via the phases of planning and discovery.


Front-End:

For a smooth user experience, our front-end team integrated jQuery and Salesforce Lightning into the user interface. To facilitate efficient decision-making, custom dashboards were put in place to give visibility into lead management and client relations. Here are some salient features of the front-end of the system:

  • For lead management our team used Salesforce built-in custom fields.
  • We created dynamic forms that link to items in Salesforce.
  • We developed customized email templates for correspondence with clients.
  • Pardot was integrated by our team to improve lead alerts.
  • Bootstrap was used by our team to configure responsive UI elements for cross-platform accessibility.

Backend:

We started by incorporating custom fields and validation rules into regular Salesforce objects like Accounts, Contacts, and Opportunities. In order to optimize backend workflows, we also built up customized page layouts, automated procedures, and calculated fields. The developer sandbox was setup to ensure smooth development and testing.

  • Our team personalized the setup for Salesforce fields and objects.
  • Our team also set up a developer sandbox for safe testing.
  • We automated validation and processing of data.
  • We tailored page designs to improve usability.
  • We did seamless integration of MySQL and PHP technologies with current systems.

Development Process:

An organized development strategy was used in this project to guarantee efficient execution throughout all stages. To efficiently meet business requirements and unite stakeholders, a clearly defined framework was designed. To guarantee a smooth workflow from beginning to end, the procedure includes backlog management, technical settings, and frequent upgrades.

  • We arranged stakeholder roles to ensure that each phase is completed without a hitch.
  • We configured the Salesforce system and environment to meet particular requirements.
  • We arranged user stories according to priority in a product backlog for next sprints.
  • We carried out exhaustive steps of planning and discovery prior to execution.
  • We made ensuring that quality analysis and project management were done consistently throughout the development process.
Business Outcomes
The client's lead management and client interactions significantly improved when the Salesforce system was put into place. Key procedures including project tracking, backlog management, and financial reporting were made simpler by automation, which increased team output. Following deployment, the client's operations witnessed enhanced reporting accuracy and greater visibility into project milestones, which facilitated better team decision-making.

  • With our Salesforce implementation the project tracking and backlog item management are 50% faster.
  • The client witnessed that business process automation has increased by 60% while manual intervention has decreased.
  • With our teams assistance there is 40% increase in strategic decision-making reporting accuracy.
  • Our team reduced the time spent on manual financial reporting duties by 35%.
  • The client saw 70% more visibility into the processes involved in sales and services.
  • The client also witnessed 45% more effective support ticket processing, resulting in faster case resolution times.
  • With our assistance, system performance and team productivity both increased by 30%.
Client's Speak
The Salesforce deployment by Flexsin has much exceeded our expectations. Our processes have been greatly streamlined and our overall efficiency has increased thanks to the team's experience and dedication.

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