SUCCESS JURNEYS
Explore the remarkable transformations
Inspiring Success Stories of Brands We've Transformed.
Dive into the real-world examples of how we've unlocked the full potential of businesses like yours with Salesforce. Explore the remarkable transformations we've achieved for the brands we've worked with. Get inspired and envision the limitless possibilities for your own success journey.
N26
About this project:
We worked with N26, a leading bank, to optimize their service processes using Salesforce Service Cloud. Our solutions included advanced automations, customizations, and seamless integration of various Salesforce features. Together, we achieved streamlined workflows, improved efficiency, and enhanced customer service.
Technologies
We utilized a range of tools and technologies to achieve exceptional results, including various Salesforce solutions specifically tailored for customer service management:
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Salesforce Clouds, with a primary focus on Service Cloud, provided a robust foundation for comprehensive customer service management. We leveraged Email to Case, Case Assignment Rules, Duplicate Rules, Sharing Rules, Email Templates, Email Automations, and Flows to automate processes, streamline communication, and enhance efficiency.
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We converted Process Builder workflows into Salesforce Flows, enabling more flexibility, advanced decision-making capabilities, and improved business process automations.
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Lucidchart helped us visualize and design solutions, ensuring efficient workflows and process optimizations.
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Confluence served as a collaboration platform, facilitating seamless communication, document sharing, and knowledge exchange among team members.
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GitHub provided version control for effective code management, enabling collaboration among developers and ensuring a smooth workflow.
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Changeset allowed for seamless deployment of changes in the Salesforce environment, ensuring successful implementation of customizations and configurations.
By leveraging these tools we delivered an optimized customer service management solution. This comprehensive approach improved processes, fostered collaboration, and accelerated business operations.
Cooperation Model
Team extension
Alliance Healthcare
About this project:
Our collaboration with Alliance Healthcare involved leveraging cutting-edge Salesforce solutions like Salesforce Security, Omnichannel, Email-to-Case, Web-to-Case, Chat with Chat Bot, and more. Our approach included designing and implementing custom Flows to streamline processes and improve efficiency. Throughout the project, we analyzed, updated, and documented user stories, acceptance criteria, and technical notes. The result was an optimized system that empowered Alliance Healthcare to deliver exceptional customer service and drive operational excellence.
Technologies
We utilized various tools and technologies to achieve outstanding results:
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Salesforce Clouds (Service Cloud) for comprehensive customer service management.
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Lucidchart for visualizing and designing solutions.
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Salesforce Automations for streamlining processes.
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Confluence for collaboration and knowledge sharing.
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GitHub for version control and code management.
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Changeset for smooth deployment of changes in Salesforce.
With these tools, we delivered a robust Service Cloud solution for Alliance Healthcare, optimizing processes and enhancing collaboration.
Cooperation Model
Team extension
ProQuest LLC
/ Ex Libris
About this project:
In this project, we coordinated with the client to understand their processes and design solutions. We implemented lead and case management processes using Salesforce functionality. Key features like Omni-Channel and Email-To-Case were set up. We used Salesforce automation tools and improved the system with customizations. We researched innovative technologies and collaborated with testers. Our team led User Stories progress and maintained system documentation. We provided day-to-day support for Salesforce.com and deployed changes using Copado. Our methodology followed Agile principles.
Technologies
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Salesforce Clouds: Streamline customer relationships and service processes.
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Lucidchart: Visualize and design efficient solutions and process flows.
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Visualforce: Create customized user interfaces and interactive components.
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Jira: Track tasks, collaborate with the team, and ensure timely delivery.
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Workbench: Analyze, manipulate, and administer Salesforce data.
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Copado: Streamline deployment and manage changes.
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GitHub: Manage code repositories and track changes.
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Salesforce Automations: Automate business processes for efficiency.
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Salesforce Inspector: Analyze and optimize system performance.
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Confluence: Collaborate, share knowledge, and document project details.
Cooperation Model
Team extension
Polsource - P2P
About this project:
In this project, we brought business ideas to life by implementing industry best practices and leveraging Salesforce's standard functionality. We focused on utilizing declarative solutions based on User Stories, minimizing custom coding. Additionally, we successfully integrated data between Salesforce and Comarch ERP Optima, ensuring seamless information flow. We developed comprehensive UAT testing, creating real-world scenarios based on business processes and expectations. Reporting requirements were met through the creation of tailored reports. Knowledge transfer and training were provided to the customer, ensuring they were equipped to utilize the implemented solutions effectively. Throughout the project, we worked collaboratively with team members, identifying project tasks, estimating work effort, and adhering to timelines. Any changes to project scope were promptly escalated and addressed.
Technologies
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Salesforce: We harnessed the power of Salesforce to bring business ideas to life and implement industry best practices. Through Salesforce's declarative solutions and standard functionality, we achieved maximum efficiency with minimal custom coding. We configured the Salesforce system and security to meet the project requirements, ensuring a robust and scalable solution.
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Comarch ERP Optima: We integrated data between Salesforce and Comarch ERP Optima, enabling seamless communication and information exchange between the two systems. Thorough documentation and solution design facilitated the smooth integration process, ensuring accurate and synchronized data for enhanced business operations.
Cooperation Model
Team extension
Polsource - Invoicing
About this project:
Collaborated closely with financial management to thoroughly inspect financial processes and identify areas for improvement. Developed comprehensive use cases and test scripts, ensuring their suitability for automated regression testing. Demonstrated self-directed learning and problem-solving skills while researching and resolving system issues. Maintained data integrity by identifying and eliminating duplicate records, performing data cleansing, and updating inaccurate information. Actively contributed to project planning by working with team members to identify tasks, estimate work effort, and establish timelines. Implemented customizations in Salesforce, such as new fields and objects, to optimize workflows and reporting capabilities.
Technologies
Utilized Salesforce for system and security configuration, enabling robust management and protection of data. Leveraged Lucidchart for visualizing and designing solutions. Collaborated with team members using Mural for effective project planning and brainstorming. Developed customized user interfaces with Visualforce to enhance user experience. Leveraged MS Office tools for documentation and data analysis.
Cooperation Model
Team extension
