SOFTSQUARE CASE STUDIES

Geography : USA
Products : CRM Automation
Industry : Investment Services Software

A LEADING LASER MANUFACTURER LEVERAGING THE ADVANTAGES OF SALESFORCE B2B COMMERCE SYSTEM

Velociti is a Technology deployment services company that installs electronic equipment at various buildings, shopping malls, and vehicles

Analyzing Workforce Effectiveness and Capacity Planning with Salesforce Einstein Analytics

Velociti is a Technology deployment services company that installs electronic equipment at various buildings, shopping malls, and vehicles

Google Apps Script

COMPANY BACKGROUND

Mosaic Research Management is a New York City-based provider of technology, customized recruiting services, and proprietary data subscriptions to fund managers who value proprietary research.

BUSINESS CHALLENGES

Mosaic RM carries out most of their everyday operations through email communication to experts and clients. Since the number of outgoing emails is limited to 1000 emails per day in Salesforce, This daily business communication was affected.

SOLUTION

Expanding the email limits with Salesforce Mosaic RM wanted Softsquare to leverage the Google Apps Script to overcome the email limits per day. Upon the results, the email content is drafted within Salesforce while the Google script Id is mapped to the user account that sends the email. This feature allows every user in Mosaic RM to send 1500 emails per day.

RESULTS

The implementation and integration with Google Apps Script has accommodated the business needs at Mosaic RM thereby increasing their operational efficiency.