Customers

Problem :

• Its on the Grid wanted to come up with a new subscription based portal for entertainment vertical
• IOTG wanted to have a unique feature to have search listings of open writing assignments & open directing assignments at Hollywood studios on their site.
• Such consolidated info on entertainment projects was not available on any other portal

• Force.com platform is used for the development and hosting the ITS on the Grid site
• Visual force, force.com sites, apex, html, CSS is used to build the pages
• Force.com platform security configurations are used to enable security features

Problem :

• Vehiport, a shipping and logistics company is a fairly new Salesforce user, wanted to provide self service order tracking and payment facility
•  As their client base was increasing they were looking forward to an automated process to update bookings, make payments , tracking and delivery all through a single interlaced portal.

• Chargent process ensures automated payment updates for clients in Salesforce reducing chances of manual errands in payment
• Reduced customer support costs by proving customer self-service portal
• Improved user productivity with one point of customer information

Problem :

• ANX provide software solutions to secure customers’ data and their business interactions.
• ANX wanted a consolidated analysis of lead and revenue generation for different verticals, to strategize their sales and marketing initiatives.
• ANX wanted an analytic segregation of leads and opportunities on a weekly, monthly & yearly basis to manage workforce & predict revenues.

• Created a lead dashboard segregated as per product lines to display progression of leads on a weekly, monthly & yearly basis.
• Created an opportunity dashboard for various product lines which displayed the pipeline projection on weekly, monthly & yearly basis

Problem :

• Unable to track the Sales team travel and event schedule.
• Needed tracking for each territory and group.
• Minimize the time spent to analyze the monthly schedules of Sales team.
• Difficulty in productivity analysis of team members per tour.

• Created custom calendar object that captures the schedule per each user for each month
• Formulated a calendar display to provide one point to feed and access data for entire month
• Developed a centralized access to monthly reports for all the Sales managers.

Problem :

• FastCall411 develops mobile local search and voice apps that enable partners to be most accurate source for consumers searching for local merchants solution.
• One of their clients Repairpal was unable to track the call statistics between their customers and shop owners.
• Repairpal was unable to get quality leads to follow up to sell their services.
• They wanted to categorize the clients as prospective and non prospective based on call statistics.

• Developed a cloud telephony interface between Salesforce and Twilio
• Every merchant is assigned with a virtual number to track the calls.
• Created an activity record for each call and its recording.
• Enabled consumer to browse the website of a particular business and then click on a link to “call” the party, putting the consumer in touch with the merchant.
• Implemented click-to-call functionality.

Problem :

• SF Parks is a non profit providing clean, safe and fun park experiences . Donations were their source of income & they wanted to manage them through Salesforce.
• They needed to streamline and segregate donation process, through agents and direct donations, since it was difficult to keep track of gifts & commission for agents.
• SF Parks wanted to implement modes of payment for e.g. monthly, quarterly or so for all donors.

• Donation and Donor workflow process has been implemented
• Reports have been generated to provide donation summary each quarter
• Agent donations and direct donations are tracked and reported separately.

Problem :

• Vidacare deals in a vast range of medical equipments and they had to generate multiple quotes for their clients through Salesforce manually.
• The quotes had to be tracked and approved before finally getting them mailed to clients which ended up in time lags.
• As their client base was increasing they were looking forward to an automated process to generate quotes and cloning the same once they get repeat order and emailing them directly.

• Customized Salesforce quoting functionality to fit the business needs for Vidacare by implemeting multi stage approval processes and custom pricing functionality.
• Integrated Conga templates for generating quotes in PDF format.
• Developed Cloning functionality in Salesforce, which regenerates the quote once the similar order is placed.

Problem :

• Multiple and Duplicate accounts in sales force database.
• In absence of a unique account all information scattered ,resulting in wastage of effort by sales team.
• Client unable to see the right information & hence could not do sales forecasting.

• Apex Data Loader, tool used to extract the data. from Salesforce objects.
• Demand Tool, was used for cleaning duplicate objects in Salesforce.com and the database was cleaned.
• Multiple entries were merged to create unique accounts, with the account having higher number of opportunities termed as "Master Account"

Problem :

• Appature was using MS CRM but keen on getting into Cloud Based CRM.
• Data migration from present MS CRM to Salesforce.com.
• Data management and refining in the present CRM.

• We used data migration tool to export & import the data from MS CRM to Salesforce.com.
• For data cleansing Demand Tool was used and by CRM Fusion entire existing data clean up was performed.

Problem :

• Company acts like a trader between the contractors and vendors, wanted a system which could automatically generate compiled quotes for their clients, directly from the quotations received from their dealers after post deduction of predetermined commission.
• In addition they wanted a multistage approval process a executive and supervisor leve before final processing..

• We integrated Quickbook with salesforce.com and then implemented multiple approval process.
• In multivendor dealings all PO’s were grouped together as a “Work Order” and the duplicity was also mapped through functionality.
• In case any preprocessed PO shall be tried to reprocess, the user shall be sent an alert.

Problem :

• They wanted to create e-commerce portal on their website wherein a user can search the product, and based on the query string he will be displayed a set of results.
• Company wanted to have contact form wherein user can fill in their details and send it across..

• Created website using visual force which had three main pages- Homepage, Product Search Page, Product Detail Page
• A contact now form too was created where user details were asked and upon submission, a lead was automatically generated in Salesforce.com.

Problem :

• RGS was an existing Salesforce user, facing problems in adoption
• Sales, Marketing, IIT, Operations, and finance teams using a homegrown system with no productivity
• Data Entry in multiple Systems
• No centralized reporting acros the teams
• Use of FTP Server as document management system was a pain

• Migrated .Net based home grown system to Salesforce
• Migrated data from various systems to Salesforce to provide one point access to data and reports
• Developed a cloud storage solution using Rackspace Cloud Files, to replace FTP Server

Problem :

• TPS clients conducts different types of healthcare programs, for same each contact was sent an email, IVR & SMS manually which was very time consuming and resulted in manual errors
• No record for Individual contact communication was maintained leading to non organized information flow
• In absence of proper information cycle, resource management and further contact was a key issue

• Mansa Systems integrated Salesforce with "Five9", "Twilio" & "Predictive Response", to communicate through a cloud
• Automated scheduler managed entire communication, user now had to choose a program and communication type
• Salesforce had a defined record for storing data of the programs & is linked to a campaign.
• Patient’s reply to any of the message was posted on a page created with the help of visual force, a platform to build user interface and was saved in his account

Problem :

• Allow users to select multiple Part numbers on a Task from a pre-defined list of values which should be controlled by the list of Part Number records which were entered on the related Opportunity.
• Logitech Australia had various customization requirements mainly in UI changes and solution evaluation need for CMS products etc…
• Products and Pricebooks data migration

• Custom solution using Apex, S-controls which eliminated any complexity for the users to select related part numbers for any selected opportunity while creating tasks
• Provided an expert solution design for salesforce customizations Proposed various vendor product solutions for other requirements..
• Data Analysis and import using Salesforce DataLoader

Problem :

• Users should be able to update CPA Status, Next Steps fields from Activity screen

• Developed Apex code, S-Controls to successfully implement customer requirements

Problem :

• Case Data Import & assign cases to appropriate property lease

• Data Analysis and import using Salesforce DataLoader Developed Apex Triggers to assign respective cases to appropriate property lease

Problem :

• Miri Piri Academy, a non-profit Organization was looking for Financial Aid, through their web portal
• Tracking donor details from online donations was a causing trouble
• They needed a donation form on the website to be integrated with Salesforce, so that online donations could be captured and notified

• Mansa Systems, developed Donate Now, an App that captures online donation payments on force.com
• The donor information on the form will get stored in Salesforce as contact and an opportunity
• Integrated DonateNow Widget to Miri Piri´s website, so that any donor can fill in the form and all his details will be captured in Salesforce

Problem :

• Mission Asset Fund wanted to make the intake form accessible to MAF partners via a web portal
• It was difficult to produce a list of services clients would qualify for, if the content for intake form didn’t match with Salesforce data
• MAF wanted the portal to be designed & deployed quickly

• Mansa Systems developed http://red.force.com website on force.com platform using partner portal & visual force
• La Red portal consisted of the following three outwardly facing web-pages: portal entry page, intake form, matching results page

Problem :

• They conduct inspirational programs-Inspired Action Weekly- sends out emails, voice messages and SMS´s to contacts who registered as per joining date.
• For the new program called Ridiculous Bliss , they wanted SMS and Email functionality to send the automated messages to all those who enroll for this program.

• All Incoming and outgoing data of client was synchronized, with the help of Informatica Cloud Sync service
• An interface was created in Salesforce which does automated export of client data and import of analyzed data.
• SFTP server was also setup for secure data exchange

Problem :

• Luminous was sending multiple client entries manually to Advent APX ,for all security/equities options which was very time consuming.
• Security of data being their prime concern they wanted a secure Salesforce interface with Advent APX.
• Without centralized automated process data analysis of data sent by Advent APX was a pain.

• Our team integrated Salesforce.com with "twilio" which provides cloud API for Voice & SMS communication with which automatic alerts could be sent to all contacts.
• Cloud telephony along with VisualForce was used for scheduling preferential time or voice/e-mail/ SMS alert.
• The scheduler was designed to send messages to as many as 50 million contacts in salesforce.com database, in one go.