Project description
The client, one of the biggest real estate companies in the Czech Republic, decided to implement Salesforce CRM and to embed it into existing corporate business processes. Seamless data migration from previously used CRM system to Salesforce was also required. The project required to build custom logic in order to enhance and extend company’s sales processes.
Goals and tasks
- Customize Salesforce CRM according to Customer business requirements;
- Automate Sales processes, reminder notifications;
- Automate workflow depending on the Deal type;
- Streamline the collaboration between Sales Agents;
- Automate the process of Lead generation from partner sources;
- Migrate data from the legacy CRM system.
Project scope
JET BI team performed consulting and implementation services including:
- Close communication with the Customer in order to understand business processes and requirements for Salesforce set up and customization;
- Requirements analysis and blueprint preparation;
- Configuration and custom development according to business requirements.
Result
- Performed seamless transition to the new CRM system;
- Validation rules customized so the user could validate data records during the Lead processing and mark some fields as required during the Opportunity qualification process;
- Workflow rules customized so the Lead owner was enabled to track Lead conversion status no matter which Sales Agent this Lead has been converted by;
- Custom HTML email template implemented;
- Automated reminder notification for a Sales Agent;
- Process Builder Flows customized so Leads from specific sources could be assigned to the specific person (not via common assignment rules) ;
- Automated process of the commission calculation before the Opportunity is Closed;
- Performed automation of Sales process depending on the deal type;
- Custom Lead Assignment Rules implemented;
- Custom Email Handler implemented;
- Custom Lead Submission Form with Authentication available on desktops, tablets and mobile phones implemented;
- Custom Image Rendering on the Product level;
- Custom Quote Procession Logic implemented;
- Time spent by Sales Agents for each action reduced;
- Overall staff efficiency increased.
Advantages of JET BI
- 20+ Products successfully designed, developed and published on AppExchange for top AppExchange ISV vendors during the last 5 years. JET BI’s own product (Advantage for Salesforce) already listed on AppExchange;
- All-In-One Product Development Service provider. 70+ highly-skilled engineers, UX designers, developers, QA, and security experts will get you covered throughout the process of getting your app shine on the AppExchange. Hybrid solutions with Heroku. iOS and Android mobile apps development;
- Certified Salesforce Developers (DEV II), SCRUM Masters, Front-end developers, ISTQB-certified QA. All Salesforce-recommended best-practices for development on Salesforce platform at your hand;
- Highest quality and security. JET BI core values include trust, security, and quality. We implement the highest security standards on all levels. Efficient ISO-certified software quality management;
- AppExchange® for business. We can help you with Salesforce Sales Cloud for ISV (“business org”) setup, integration with 3rd party systems, publishing console training, LMA, trialforce setup. We will help your sales team to increase customer engagement, revenue, transparency, and conversion with #1 Sales automation tool in the world;
- Industry-specific and 3rd party systems integration. Sales Cloud, Service Cloud, Community Cloud, Financial Services Cloud, Field Services Lightning. Deep expertise in integration with SAP ERP and SAP HANA. IoT and VR solutions. Professional Services, Real-estate, Retail, Fashion, Banking, Oil&Gas.
