Case Study Category: Salesforce

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.

Quest Analytics

Quest Analytics is a software company that offers health plan analysis tools to insurance plan providers, corporate benefits departments and government entities.

Quest had existing Salesforce investments, but they needed to improve their CPQ processes and the accuracy of pricing automation across multiple business functions. They were looking for better visibility into the sales metrics behind their cloud and on-premise offerings, as well.

Part of the solution would involve spreading out the work of configuring products, adding pricing and generating proposals — using an extremely complex pricing model — from the COO to several sales reps. The solution would also involve automating contract generation and creation of renewal quotes.

Although the complex pricing model would remain intact, the process to add products to a proposal with automatically calculated, accurate pricing would need to be simplified so multiple hands could be involved in the new process.

Sphera Solutions

  • The client specializes in providing integrated risk-management software and information services across a diverse range of industries — focusing on environmental health and safety, as well as product stewardship and operational risk.
  • Sphera needed to quickly set up a Salesforce Sales Cloud environment, loosely based on their existing non-Salesforce environment, after being divested from another company.
  • Sphera’s goal was to automate and optimize their account, lead, opportunity, and quote and order management systems through configuration and third-party applications.
cheeseburgers

Red Robin

  • Red Robin specializes in casual dining restaurants internationally
  • Their current website was only capable of handling just over 1,100 concurrent users and was not scalable
  • Needed to rebuild their Loyalty website
  • Desired help in understanding and making the most of the Heroku cloud platform. Heroku (which runs in the AWS cloud) provides a PaaS (Platform as a Service) environment for running the Enterprise Java application. Heroku allows the Client to reduce their management overhead by eliminating servers and focus on solving their business problems
typing

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
excavation

Commercial Construction Industry Software

  • The client specializes in software for contractors, manufacturers and others in the commercial construction industry
  • A company merger prompted the need to consolidate disparate marketing automation systems into a single platform
  • One of the first phases of this process is to migrate legacy CMD marketing activities into Marketo and retire Eloqua. Moving to Marketo provides the client the ability to establish a unified design and architecture for the entire company’s single marketing platform
3D map

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
doctor

Prospect Medical Holdings

  • The client is a significant provider of coordinated regional healthcare services throughout Southern California, Texas, and Rhode Island
  • Needed to automate their vendor, health plan and provider contract management process to improve accountability, tracking and reporting capabilities
  • Client chose Apttus Contract Lifecycle Management (CLM) and DocuSign deployed on the Force.com platform to streamline the generation, negotiation, approval and signature processes across Requesting, Contract Management, Legal, Finance, and Executive departments
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
Clinical Trials

Large Clinical Trial Services Provider

  • Leading clinical trial services provider with over 10,000 employees and 200 contract managers
  • New Contract Lifecycle Management (CLM) process to significantly improve transparency and efficiency
  • Seamless integration with legacy systems