in: case studies / for business

Salesforce case study

What is it?

Salesforce is one the biggest CRM (Customer Relationship Management) software in the world. It’s sold in a SAAS (Software As A Service) model which means, that you pay a monthly fee for using the software and both the data and the actual software is kept on Salesforce servers.

What are the advantages?

Salesforce helps your company to track the relationships between you and your customers. To figure out what products / services they have bought from you, what other ones they could probably be interested in and many more. In essence this data allows you to effectively drive the sales operation.

Who uses it?

Salesforce has become a standard in the market for CRM products and it’s used by such companies like AmericanExpress, Activision or Aegon to name a few. Have a look at their success stories.

Use case

Let’s say you have a wholesale company that sells white goods. Your customers are big shops. You keep track of your customers in Salesforce. In the same time you have a warehouse from which you distribute the items to your customers.

Every time you have a new customer, you need to enter the data in Salesforce and into the warehouse system. You also use a courier company to move the goods to your clients and checking the status of the deliver on their page. Also, you have invoicing software in which you create invoices and monitor payments.

You essentially use four different software systems.

What can we do for you?

We can integrate those four systems with Salesforce, so you get the following benefits

  1. You will be able to see the status of all deliveries in Salesforce
  2. You will be able to see the status of payment for each invoice in Salesforce
  3. Every time you create a new customer in Salesforce, it will be automatically created in your warehousing software
  4. Every time you create a new shipment it will create a new invoice with the proper items

All in all – the integration will increase your productivity by enabling the systems to share the data between each other. It will save you keystrokes and allow to quickly asses the state of your business. Also, when you have all that data in Salesforce, you can create custom reports that will give you even a greater insight into your business.