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SALESFORCE SUCCESS STORIES OF CODLEO
“ The price of success is hard work, dedication to the job at hand, and the determination that whether we win or lose, we have applied the best of ourselves to the task at hand. “ - Quote by Vince Lombardi, an American football coach.
Codleo Consulting as a SaaS provider as well as a licensed Salesforce services partner has many successful customer stories. We don’t tom tom our successes, but we are sharing some of them today in our blog as a Salesforce services company.
Success story number 1 – The customer is a medium sized company that collates a gamut of eclectic and latest products globally, for varied uses such as home décor, garden décor, and houseware. Primarily it deals with the home improvement retail sector, their services are used by retailers globally. The company is in India.
The Salesforce services work we did for them included:
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Configuration of their sales onboarding process along with leads, purchase orders, and bills as part of our Salesforce services.
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Automatic invoice generation for commission fees from the Salesforce system to clients, via varied formats (Excel and PDF), was created.
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Reports & dashboards were configured for business intelligence as well as client insights for the many levels of hierarchy within.
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Commission fees management was deployed for the partner to the client.
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Integration of Salesforce with Microsoft Navision ERP led to capturing of data with regards to purchase orders, invoices, and customer updates.
Our Salesforce services work’s impact can be gauged by the following parameters:
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100% visibility to the management about commission fees of the clients
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70 – 80% of their processes were automated.
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Staff productivity enhanced by 25 – 30%, courtesy process & workflow automation
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70% time of staff saved due to automation of processes.
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100% accuracy on commission calculations thanks to automation, as compared to the earlier system of human calculation which led to errors.
Success story number 2 – The client is a firm dealing in business intelligence that provides data solutions for automated & manual decision-making during customer onboarding, compliance, as well as credit analysis processes. It is an expert in the domains of credit reporting, business intelligence, and investigative due diligence for the MENA region (The Middle East & North Africa). It’s located in the Middle East.
The Salesforce services work we did for them included:
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Rejigged the complete implementation of the client’s Salesforce org as part of our Salesforce services.
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Deployed forecasting with real-time information coming in from finished opportunities.
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Codleo provided customised and hands-on training sessions for different departments.
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Training manuals created and shared as part of our Salesforce services.
Our Salesforce services work’s impact can be gauged by the following parameters:
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The revised org is easy on the eyes and the users.
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The shortcuts bar on the homepage minimised the issue of hunting for items & sieving through a dozen tabs.
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Forecasting allowed managers to assign monthly targets to each of their agents and get real-time updates of opportunities closed by their agents, thereby getting daily progress with reference to those benchmarks.
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Administrators are geared to run their org thanks to training and support provided, besides other Salesforce services.
We have many such success stories thanks to our diligent and innovative Salesforce services. To know more about our Salesforce services, give us a ring.
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About the Author
RS Maan
Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of Salesforce.com & Salesforce.org. In his spare time, he immerses himself in travel, books and spirituality.
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