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Case Study Tag: 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.

Bazaarvoice

  • The client specializes in gathering feedback from customers then delivering reviews, analytics and targeted media to help businesses improve their products and services.
  • A CPQ (configure price quote) solution was needed to streamline product offerings and provide sales teams with the ability to give accurate and detailed quotes for new products coming to the market.
  • Asset-based ordering was necessary to provide users the ability to manage information about previously purchased products.
  • Client needed to close the loop with their Deal Desk and renewals teams to provide a full 360-degree lifecycle view for their customers.
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
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Automated Test Equipment Supplier

  • Automated test equipment supplier looking to sunset outdated BigMachines system
  • Required a new platform to generate quotes that would meet critical business needs & provide user-friendly interface for quick maintenance & administration
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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
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
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
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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