“In the modern sector, the performance of the entire economy is influenced by innovative work and technologically advanced products. However, the industry faces challenges in managing operations, such as manufacturing and distribution, as well as providing efficient customer service, which are crucial for long-term sustainability.”
High Tech
Cloudalyze has a long-standing association with clients inside the High-Tech industry. Throughout the years Cloudalyze has effectively taken part in different limits on a few business-basic undertakings with clients.
CHALLENGES FACED
Our customer, a networking vendor, encountered difficulties with their Salesforce implementation for the high-tech industry. They sought a new approach to audit their system, identify gaps, and devise a recovery plan.
Following the audit, we gained comprehensive insights into their distorted application architecture, inaccurate data, and limited opportunity attribution, among other issues.
THE CHALLENGES WAS
- Providing a recovery plan and implementing it for the gaps observed.
- Recommend best practices to the customer that would support various processes within the salesforce.com platform for high tech industry.
- In conceptualizing the architectural solution, the focus is on identifying different process entities and understanding their interconnections. This analysis helps in comprehending how these entities interact with each other, leading to the definition of the underlying data structure. This data structure supports the application infrastructure and ensures seamless operations within the system.
- Create a roadmap for the application architecture.
- To identify the stream of information flows for various use cases to build the integration architecture.
CLOUDALYZE’S SOLUTION
Our client recognized our expertise and engaged us to conduct an audit of their existing Omni-channel application on the Salesforce platform. With our team of certified Salesforce experts, we identified gaps and implemented best practices to address the client’s needs. Through workshops, ridgelings, and customer analysis, we gained insights into pain points and implemented solutions accordingly.
SALESFORCE MANAGEMENT SUPPORT
As a registered partner of Salesforce.com, Cloudalyze offers comprehensive management support for Salesforce CRM in the IT sector. We provide services such as application architecture, implementation, integration, and training, enabling our client’s company to grow and expand its operations.
We provided a list of the various Process and Technology gaps in the current implementation. Also we provided the following architecture and design artifacts to kick start the remedy effort.
Application Architecture
Data Architecture
Integration Architecture
Next, we engaged in multiple discussions with the customer to rearchitect their Salesforce.com Platform. Our goal was to create a foundational Member Database and enable consolidated member 360 views. This involved integrating data from Salesforce CRM and Back Office Financial Systems to enhance accessibility and facilitate streamlined operations.
Prospecting & Sales Processes
Promote Self-Service
Seg Management & Business Development
Member Account Service Management
IMPACT ON CLIENT'S BUSINESS
The impact on the client’s business has been significant. With the implementation of the recovery plan and the rearchitected Salesforce®️ CRM, the client has experienced double-digit productivity gains. Additionally, they have seen improvements in the overall customer experience and increased customer loyalty. The Salesforce®️ platform now enables efficient lead management, opportunity attribution, segment management, and member management. Moving forward, the rearchitected CRM instance is expected to continue delivering benefits and opportunities for long-term growth.
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