Our Work
Field Service Lightning(FSL) Implementation for Manufacturing Company
- Work Orders and Case Management for Technical support Team
- Service Appointments, Resources, Skills, Service Territories
- Case Management for Technical support team
- Scheduling Optimization for Dispatch team
- Creation of Service Contract, Entitlements, Maintenance Plans
- Mobile flows for Work Order closure, inventory, and Knowledge
Field Service Lightning (FSL) Implementation for Manufacturing Company
Sales Cloud Implementation for Real Estate Investment Trust
- Implementation of Sales Process, Opportunity teams
- Lead Qualification and conversion
- Sales pipeline, Forecasting
- Commissions for Sales Rep
- Mobile for field reps, using automation and quick actions
- Analytics and Dashboards
Customized Investment System for Real Estate Investment Trust
- Customized Solution for Managing Different Investment Funds
- Investor information and Investment processing
- Transfer investments from an investor to beneficiaries
- Distribution of profit to investors
- Integration with JD Edwards
- Apps for Check maintenance and Investor/Fund maintenance
Customized Investment System for Real Estate Investment Trust
NPSP Implementation and Online Fundraising for Publishing company
- Sales Process and Opportunity Pipeline
- Fundraising Pages and Campaigns
- Program Management
- Grants Management
- Segmentation for direct mail/emails
- Customer Portal to view Sales, Donations
Service Cloud and NPSP Implementation with Amazon Connect Integration
- Case Management using Multiple Channels
- Online Fundraising and Campaign management
- Embed Chat on the Website
- Evaluation of various CTI solutions for Call Center
- Integrate with Amazon Connect for Call Routing
- Single Sign On between the Applications
Service Cloud and NPSP Implementation with Amazon Connect Integration
Pardot Implementation and Marketing Automation for Publishing Company
- Created landing pages and set up of Connector
- Marketing campaigns in Engagement Studio
- Lead nurturing, lead scoring, and lead management
- Workflows and marketing automation
- Marketing email templates for marketing team
- Reporting and analytics