Client Overview

US based company providing technology & expertise for retailers, suppliers and distributors to improve transparency and collaboration through data integration, payment transactions, and business analytics

Business Need

To migrate the existing Zoho CRM to Salesforce for supporting the growing organization with enhanced CRM functional

Key Features

  • Migration of ~100 users to Sales & Service Cloud
  • Historical data migration from ZOHO
  • Integration with ZOHO CRM and JIRA
  • Integration with existing Financial System
  • Multiple Dashboards/ Reports
  • Training on updating SOP’s & onboarding new users

Salesforce Functionalities

  • Salesforce Service Cloud
  • Visual Force pages, Apex classes/ Controllers
  • Salesforce Reports and Dashboards
  • Chatter, Sites, Workflow & Approvals
  • Triggers, Email, Reports & Dashboards

Benefits

  • Increased productivity with up-scaling of CRM infrastructure
  • Robust system leading to increased efficiency