Seamless Salesforce Integration: Driving Growth in Marketing and Advertising
Objective:
This project involved designing, developing, and deploying Salesforce to optimize business processes for a leading internet marketing and advertising company based in Switzerland. The primary goals included:
- Streamlining sales, customer support, and billing operations.
- Centralizing customer relationship management (CRM).
- Automating manual processes and ensuring seamless data integration.
- Enabling real-time insights for informed decision-making through robust reporting and dashboards.
Key Goals:
- Develop a fully integrated, automated Salesforce solution.
- Streamline operations across lead generation, installation, reporting, and accounting.
- Provide real-time data insights for informed decision-making.
- Consolidate workflows onto a unified digital platform.
Challenges:
- Legacy System Limitations:
- Fragmented customer data leading to inefficiencies in sales and support.
- Inconsistent workflows across teams and departments.
- Data Migration:
- Migrating critical data, including leads, accounts, contacts, and product catalogs, from legacy systems without disrupting ongoing operations.
- CTI Integration:
- Ensuring seamless integration with Computer Telephony Integration (CTI) for enhanced customer support.
- Release and Deployment:
- Managing multiple deployments with minimal downtime while adhering to DevOps best practices.
Solutions:
- Sales Automation: Implemented Sales Cloud for managing the lead-to-installation lifecycle and integrated Google Maps API for land measurements.
- Field Operations: Developed a Salesforce Mobile App with GPS-enabled tools and Field Service Lightning for real-time tracking and digital approvals.
- Accounting and HR Management: Automated financial and HR processes using Accounting Seed ERP and third-party APIs for time tracking.
- Document Management: Utilized AWS S3 for secure storage and archiving, with Conga Composer and DocuSign for document workflows.
Technology Used: Salesforce Sales Cloud, Field Service Lightning, Google Maps API, AWS S3, Conga Composer, DocuSign, Accounting Seed ERP, Apex, REST APIs, and Lightning Web Components.
Results:
- 90% reduction in manual data entry.
- 40% acceleration in lead-to-installation timelines.
- 35% improvement in field operations efficiency.
- 25% reduction in payroll and accounting errors.
- Enhanced scalability and data-driven decision-making through a unified platform.
Conclusion: This Salesforce digital transformation project delivered a streamlined, scalable, and fully automated platform, positioning the company for sustainable growth and operational excellence.