Ivy Mobility – Transforming Retail Execution with Soft Square 

Client Ivy Mobility, a leading SaaS software company in the consumer goods industry, aimed to pioneer a cutting-edge Retail Execution product on Salesforce CRM. The Ivy Mobile application served as the front-end, seamlessly integrated with Salesforce CRM.  To help implement this product, Ivy enlisted the expertise of Soft Square. The collaboration harmonized the skills of…

British American Tobacco: Upgrading Direct Store Delivery Operations 

Client British American Tobacco stands as a prominent player in the Consumer Goods industry, with a significant focus on the global sale of various cigarette products. To enhance their operational efficiency, BAT has undertaken the Petra (Performance Transformation) program. This initiative is geared towards crafting IT solutions specifically for the direct store sales process and…

Digital Transformation in Beverage Manufacturing: Mark Anthony Group’s Salesforce Journey

Client The Mark Anthony Group of Companies is a prominent private beverage company in North America that produces and distributes fine wine, premium spirits, and ready-to-drink beverages, including the popular White Claw Hard Seltzer. The company was facing challenges in planning and executing the day-to-day activities of their on-premise reps and maintaining sales and depletion…

Daikin’s Data-Driven Success in Forecasting and Sales Reporting

Client Daikin is a global leader in air conditioning and refrigeration systems. Daikin offers a wide range of air conditioning solutions for both residential and commercial use. Their products include air conditioners, air purifiers, chillers, and refrigeration systems. Daikin is committed to sustainability and reducing its environmental impact through their products and operations. Business Objectives…

Coherent :B2B Journey for Enhanced Partner Experience

Client Coherent is a San Francisco-based organization, that is one of the leading providers of laser-based technology across the globe. They offer lasers, laser subsystems, and laser machines for commercial, industrial, and scientific applications. They cater to a wide range of applications right from cutting steel to microscopic-level investigations in biotechnical portfolios. Business Objectives Coherent…

Digital Transformation: Velociti’s Salesforce Solution for Work Order Management

Client Velociti is a technology deployment services company that installs electronic equipment at various buildings, shopping malls and vehicles. Business Objectives Maintaining details of the long list of locations where technology is deployed and reporting the status of work done and equipment used in each location. Challenges Velociti receives the electronic equipment from manufacturers and…

Mosaic RM: Connecting Experts with Salesforce Innovation

Client 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.  Current Process Mosaic RM sends about experts’ resumes to its clients by email. The client reviews the expert biography and compliance questions and either approves a meeting with the…

Johnson Controls: Streamlining Order Processing with Salesforce and SAP

Client Johnson Controls creates intelligent buildings, efficient energy solutions, integrated infrastructure and next generation transportation systems that work seamlessly together to deliver on the promise of smart cities and communities. It is a global diversified technology and multi-industrial leader serving a wide range of customers in more than 150 countries. JCI manufactures various products like…

Swiss Chalet’s Salesforce Advantage: Multilingual Support for Customer Delight

Client Swiss Chalet is a popular Canadian chain of restaurants that specializes in charcoal spit-roasted chicken. The company was facing challenges in efficiently collecting and storing customer order information and sending personalized email communications. Additionally, they required multilingual support and a single page to support multiple brands. To address these issues, Swiss Chalet  engaged Softsquare…