Salesforce and Certinia Administration & Operational Support
Client needed to consolidate its global sales and marketing data onto a single, unified platform. This project focused on implementing and customizing Salesforce Sales Cloud to streamline business processes. enhance reporting capabilities, provide a 360-degree view of their clients for more effective digital transformation services.
Client Overview
Provides digital transformation to its partners by using the right technology, strategy, and training. Headquartered in the United Kingdom and multiple offices located in the USA, Israel, Japan, Europe, UAE, Southeast Asia, and Africa
Technical Stack
Industry
Digital marketing and training
Region
Global
Project-size
Non-Disclosable
Implementation Highlights
Developed a dynamic data model within Salesforce to unify customer data from multiple sources
Client’s e-commerce platform and point-of-sale system
Built dynamic dashboards for campaign tracking
Integrated performance tracking across regions
Challenges & Solutions
Disjointed workflows between teams
Solution: Unified SEO task objects and automated flows
Manual tracking of SEO deliverables
Solution: Dynamic dashboards and automated report subscriptions
No centralized performance reporting
Solution: Trained end-users for smooth adoption
The email content personalization logic was highly complex, requiring dynamic content based on customer behavior.
Solution: Developed a flexible AMPscript framework with reusable code blocks
500+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- The successful implementation resulted in a scalable and efficient marketing automation system. 30% boost in operational efficiency for the SEO team
- Real-time visibility into task status and campaign metrics for managers
- Faster client onboarding and deliverable tracking
Key Learnings & Next Steps
Offshore support teams can provide 24*7 for Global companies on cost effective model.
