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Salesforce Integration & Management

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Integrate Data & Merge the Platform with CRM

Problem statement:

A digital publishing company with 6 different business lines under its umbrella, looking to integrate the different website data and merge the platform with Salesforce CRM, manage collective data from a single account.

The Solution:

Migration and data integration:

Data integration (accounts, company information, contacts, orders, etc) between Websites & Salesforce was done on a daily basis.
6 different business customer & order data was migrated to a single CRM platform
All the Custom forms on the website’s data directly fed as lead or opportunity to salesforce

Salesforce management:

Configuring complex reports within Salesforce
Custom ‘Create Trial Order’ function created in salesforce is used to place an order directly in Multipub
Create data validation rules with salesforce to avoid data duplication
Configuring lead assignment rules in Salesforce

Benefits:

Automated and hassle-free data management
Collective lead pool for the sales and marketing team for all the history and new data, allows the sales team to acquire new customers and renew/service existing customers.
Two-way integration of website database with Salesforce - when the sales team places new orders in Salesforce, it automatically feeds in the website backend for further processes.
Detailed reporting in Salesforce as per requirement of management team

Timeline for this Project

2 Months

Team allocation for this Project

1 resource