Case Study Tag: Integration

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.
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
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
students throwing graduation caps

Jones International University – Applications

  • Fully-accredited online university
  • Increase student satisfaction, retention, and operational efficiency
  • CRM tool selection and implementation of CRM solution, to accurately track the student lifecycle and integrate with existing systems
credit cards

Global Financial Institution

  • A service platform for handling calls from Signature card holders
  • Implementation and configuration of the service cloud and integration with internal security and functional components
online security

Webroot

  • International internet security company
  • Retire NetSuite and migrate to Salesforce
  • Standardize and streamline processes globally and
  • Implement Salesforce.com and reduce the number of errors in downstream systems
man fixing roof

Global Manufacturer

  • Leading manufacturer of premium-quality building materials for commercial, industrial, and residential applications
  • Standardization and consolidation of two existing, disparate instances of Salesforce.com
  • Complex integration with SAP