Case Study
Optimize Project Management and Financial Accuracy with Salesforce Integration.
Enhance Coordination, Visibility, and Decision-Making through Automated Solutions and Real-Time Tools.
engagement type
Staff Augmentation
product
Sales Cloud, Experience Cloud, Slack
industry
High Tech
A SaaS company supporting the real estate companies dealing with renovation projects. A unique offering to support contract bidding to project execution.
Overview
- Key Challenges: Inefficient processes and imprecise revenue recognition.
- Key Solutions: Integrated Salesforce and automated financials.
- Key Results: Improved efficiency and financial accuracy.
challenges
- Inefficient Lead Management: Complex processes hindered lead tracking and project management.
- Disconnected Systems: Lack of integration between project management tools and Salesforce disrupted project delivery alignment.
- Reporting Issues: Inaccuracies in revenue recognition and ARR calculations, coupled with inadequate dashboards, slowed down financial operations and decision-making.
- No Contractor Portal: Absence of a digital platform resulted in poor visibility and progress tracking for contractors.
Solutions
- Salesforce Sales Cloud: Deployed to streamline lead and opportunity management.
- Integrated Communication and SaaS Tools: Implemented Slack for real-time updates and created a custom solution to integrate the SaaS product with Salesforce and Experience Cloud.
- Automated Financial Calculations and Reporting: Developed automated systems for project value and ARR calculations along with comprehensive dashboards for enhanced reporting.
- Experience Cloud Self-Service Portal: Built for contractors, featuring DocuSign integration for handling quotes, bids, and project documents.
Impact
- Improved Collaboration and Project Timelines: Real-time communication tools enhanced coordination between sales teams and contractors, reducing pre-project initiation timelines by 30%.
- Centralized Customer Data: Consolidated data within Salesforce improved operational efficiency and reduced lead-to-order time by 20%.
- Accurate Financial Metrics and Data-Driven Decisions: Automated calculations provided reliable financial data, enabling better decision-making through advanced dashboards.
- Enhanced Project Visibility: Contractors gained better insight into project progress through the self-service portal.