Case Study Category: Integration

Fairbanks Morse

Fairbanks Morse, a critical-power system and solution provider headquartered in the US, needed to increase efficiency and improve productivity of multiple teams involved in sales, customer care and field service management.

The company needed to obtain a 360-degree view of every customer account and give its employees access to the same data across multiple departments. Field service managers were looking for a solution that would help them schedule their 70+ field service reps without overlapping in service appointments, as well as give them visibility into availability of techs in all territories.

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UK Based Information Company

  • The primary purpose of this project was to utilize the Apttus X-Author for Excel (XA) application to insert Excel spreadsheet data into Salesforce.com (SFDC) using source data originating from an third party website that collects the data on behalf of the client
  • The XA enhancement to the existing spreadsheet functionality should allow users to import the source data and create new Account, Contact, Asset Line Item, and other related Fulfillment and Billing Management records for online orders placed for magazine subscriptions, webinars and seminars
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Intermap Technologies

  • Intermap Technologies® provides best-of-breed 3D terrain information to their customers worldwide
  • Intermap purchased Salesforce.com Service Cloud and wanted to implement the new functionality alongside their existing Sales Could environment
  • Intermap requested assistance from Statêra to quickly implement core Service Cloud functionality, including Knowledge, Email-To-Case and Web-ToCase
happy family at mall

Large Real Estate Commercial Property Management Company

  • The client specializes in managing space in malls throughout the United States and needed to automate its lease contract management process
  • Previous operations were all manual, very slow and lacked accountability and tracking
  • Client chose Apttus Contract Lifecycle Management (CLM) and DocuSign to streamline generation, negotiation, approval, and signature process to integrate Sales, Legal and Executive departments' responsbilities
car driving off

Large Automotive Manufacturer

  • Fortune 200 client that needed to on-board over ten disparate lines of business onto a single platform which would integrate and/or retire legacy technolgy across 50+ touch points
  • Client requirements include multiple high-volume call centers, huge data sets, complex integration and multi-phased program methodology
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North American Manufacturer

  • Leading manufacturer of custom-made window fashions in North America and needed to completely revamp customer service and dealer management software
  • Full featured CRM system to gain 360 degree view of entire dealer lifecycle
  • Integrated to enterprise level SAP system
Telecommunications

Large Telecommunications Provider

  • Leading national telecommunications provider
  • Improve stock performance through improved sales pipeline and forecast accuracy
  • Salesforce.com Sales Cloud implementation to automate end-to-end sales processes, and drive improved forecasting
buttons on keyboard

Fision

  • A technology solution provider that provides an easy-to-use, template-based bulk email application that includes robust analytics on deliverability and response
  • Integration between the Fision application and Salesforce
  • Seamless integration
Molson Coors Wheat

Molson Coors: Salesforce

  • A leading beer company and distributor
  • Re-brand and re-build Salesforce Partner Portal for international beer and merchandise ordering application
  • Re-design of the interface, adding new functionality to their partner portal, and building a custom marketing application