Having implemented Salesforce in 2014, this Research Software Company wanted to maximize the operational benefits of the platforms interaction with their other suite of products.

The challenge

  • Maximize the operational and tactical benefits of Salesforce’s interaction with a wider suite of products
  • Lack of internal expertise to carry this out
  • Avoid business interruption as much as possible

Our approach

  • Provide a team of experts on-site
  • With just a couple of weeks, make recommendations on the integrations that need to happen and the order in which they should occur to avoid business interruption
  • Work with our customer counterparts to architect a solution to integrate with AvaTax
  • Lead the enhancement and implementation of accounts and contacts integration with Coupa
  • Use Snaplogic to implement a new sales pipeline to convert Salesforce opportunities to Netsuite
 
42%
cost savings, versus existing partner 
Process
Working practice designed between finance, technology and sales
8%
increase in pipeline conversion, within the first five months