The customer is an information technology innovator that provides fraud prevention services using Salesforce Sales Cloud for managing its daily sales operations. They have different audiences using Salesforce Sales Cloud, namely Sales Managers, Advocates, and MAE.
They wanted to optimize their Sales Cloud with holistic dashboards for each audience. Additionally, they wanted to leverage CPQ-like features in their Sales Cloud such as the ability to quickly calculate Annual Recurring Revenue (ARR) and total contract value, without actually investing in the sales tool.
Download this case study to learn how we helped the customer to:
We not only provided effective solutions for the above-mentioned roadblocks but also ensured high quality customized integration to enable smoother flow of records data.
This case study elucidates the steps we followed. If your company is planning to initiate Salesforce to Salesforce Integration, then this case study will offer immense value.
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