Leveraging Salesforce customizations to improve Sales and Customer Service efficiency

Leveraging Salesforce customizations to improve Sales and Customer Service efficiency

A leading security company automated their sales and service processes by customizing Salesforce

Overview – Our customer is a leading expert in security solutions and was looking at leveraging an already available Salesforce tool to track opportunities and sales of multiple products and services. A Salesforce-certified partner would be able to help them implement this by improvising and enhancing their Salesforce ecosystem with minimal disruption.

Challenge –The standard Salesforce version is a plug-and-play solution with standard features available. The customer wanted to improve the current manual, time-consuming and complex process to a more seamlessly enhanced and automated solution that would help –

  • Automation of the Asset and contract items cloning
  • Automation of approval on Non- revenue orders
  • System Enhancements when Salesforce introduced releases

Solution – With GS Lab’s Salesforce expertise, automation was introduced in asset and contract items cloning and approval on Non- revenue orders. Our solution reduced the turnaround time and improved the response and resolution time with a better customer experience.

Download the case study know how GS Lab automated multiple functionalities tailored to customer needs in Salesforce standard version

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