SOFTSQUARE CASE STUDIES

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Kharis Capital

Salesforce admin support – Case study – Kharis Capital – A Fractional Salesforce Administrator provides the most cost-efficient way to implement, manage, and administer Salesforce Implementation.

Sales Stages Project and Fractional Admin Support

WinMagic develops intelligent data security solutions for everything encryption, built on a commitment of high standards and strong ethics.

InCloudCounsel

COMPANY BACKGROUND

InCloudCounsel is the largest global provider focused on automating and enhancing high-volume legal processes.

FRACTIONAL ADMIN SERVICE PROVIDED

  • From 2017 to 2018
  • Fractional Admin – Standard Package
  • Approximately 15 Hrs / Month

CHALLENGES

  • The client was using Salesforce Professional Edition, with many restrictions in automating manual field updates.
  • There is a communication gap between Salesforce data and Emails client sends out.
  • Web inquiries were handled through email.
  • Data silos existed between Salesforce and a legacy system used earlier.

SOLUTION

  • Within the limited availability of Process Builder, many of the customer’s manual processes were automated.
  • Email integration established between Salesforce and customer’s Gmail account.
  • The Web-to-Lead process was implemented.
  • Data migration was done from a legacy CRM system.

RESULT

  • Sales Rep’s productivity increased by 70% from automation.