
Case Study
Customized Salesforce
for Huge Savings
SALES CLOUD
The Challenge
- Low Salesforce adoption rate; fewer than 20 percent of the 150 employees used SF
- No way to track bidding processes because unwieldy Excel sheets were being used to maintain them
- Duplicate data in web listings, which was leading to all sort of problems
- Manual updates costing time
- Loss of $1 million because of untracked payments
- Lack of E-signing
Objectives
Increased Salesforce adoption
Made the bidding process seamless
Tracked payments to save $1M
Solution

Customized Salesforce
Customized Salesforce and added edit permissions and approvals; entire sales and support teams started using Salesforce.

Bidding Process for Partners
Built bidding process for partners to make the tracking of the bidding process seamless.

Salesforce Custom Interface
Implemented a custom interface in Salesforce to track payments through email.

Salesforce Hybris Integration
Integrated Salesforce with Hybris to eliminate the need of manual updates.

Automated Process
Automated the process of web listing, it reduced the amount of the duplicate data in the system.

DocuSign
Implemented DocuSign