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Salesforce CRM Enhancement for Security Service Provider
  1. case
  2. Salesforce CRM Enhancement for Security Service Provider

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Salesforce CRM Enhancement for Security Service Provider

nix-united.com
Security

Challenges with Existing Processes

The company's legacy operating model was becoming inefficient due to increasing digitization and demands for faster deal closure, impacting customer satisfaction. Existing sales and marketing processes lacked automation, leading to slow contract generation, manual data handling, and difficulties in managing complex service configurations.

About the Client

A US-based security service provider offering a range of security solutions including uniformed security, video surveillance, access control, and intrusion detection.

Project Goals

  • Streamline sales and marketing processes using Salesforce CRM.
  • Reduce the time required to close deals.
  • Improve customer satisfaction through faster and more efficient service delivery.
  • Automate contract generation and management.
  • Enhance data accuracy and reduce manual data entry.
  • Improve sales team efficiency and provide better insights.

Functional Requirements

  • Automated contract generation based on service type.
  • Integration with ERP system for data synchronization.
  • Contract modification and change tracking.
  • Process visualization for pricing and contract stages.
  • Custom user interface (Wizard) for contract management.
  • Error logging services for system stability.
  • Email integration with Outlook.
  • Advanced reporting for performance monitoring.
  • Marketing automation integration with Pardot.
  • Role-based access control and permission management.

Preferred Technologies

Salesforce
JavaScript
Apex
Lightning Web Components
Conga (for e-signatures, with custom development for contract logic)
ERP System (legacy code with custom API)

Required Integrations

  • ERP System
  • Outlook
  • Pardot

Key Non-Functional Requirements

  • Scalability to accommodate future growth.
  • High performance for efficient operations.
  • Data security and compliance.
  • User-friendly interface.
  • Reliable error handling and logging.

Expected Business Impact

Successful implementation will lead to faster sales cycles, improved customer satisfaction, increased revenue, and enhanced operational efficiency. The streamlined processes will enable the company to remain competitive and scale its business effectively. Better data insights will facilitate data-driven decision-making.

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