The Challenge
Goal #1
The company was experiencing major growth, and this required the expedited onboarding of new clients – from small municipalities to Fortune 500 companies – located in over 80 countries around the world.
Goal #2
The solution needed to integrate seamlessly with critical third party tools including Enterprise Resource Planning (ERP) for data transmission across platforms.
streamline business and increase engagement with clients globally.
Focused Solutions
Marketing & Sales Flow Optimization
The existing Salesforce org was reviewed and audited to ensure that all essential processes were captured and migrated.
Product Schedule Implementation
Complex global distribution and shipping requirements necessitated engineering of a unique fulfillment process, including account hierarchy mapping. This would allow client to forecast quantities scheduled to be distributed to customers around the globe.
ERP Integration
CloudKettle worked with the ERP team to build the Salesforce connector, allowing critical information to be passed back and forth between platforms and decreasing manual effort required by the team.
Community
By working with the client to understand the customer based, CloudKettle created an improved customer community with major enhancements, including the creation of a self-serve environment. This empowered clients to answer common questions, and minimized support cases.
Key Success Metrics
CloudKettle worked with the client to carefully review the existing CRM and understand the business requirements, and create optimal revenue operations procedures to streamline business processes and maximize efficiency.
- Client doubled workforce in only 16 months
- Business presence grew to 80+ nations around the world
- Customer engagement doubled in a 12 month period
UX Case Study | Travel Management Industry
Elevating User Experience
Enhancing Access to Exceptional Travel Support Services Through Community Cloud
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Our Commitment to Security
CloudKettle is fully SOC 2 Type 2 Audited and compliant. This means that we maintain the highest level of information security to ensure your sensitive information is handled safely and responsibly.
Our SOC 2 compliance ensures that we are managing data correctly in the five Trust Services Categories: security, availability, processing integrity, confidentiality, and privacy.
Get the Most out of
Salesforce UI/UX
Salesforce isn’t always a standalone platform. We understand that getting the most out of your platform relies on architecting a heavily integrated ecosystem.
At CloudKettle, we deal with people, process, and technology holistically to roadmap scalable tactics for revenue generation. We begin with an audit, identify gaps, and build customized solutions and training for your organization.
Want to speak to a CloudKettle consultant about your Salesforce needs? Reach us at 1-800-878-4756 ext. 202, or fill out the form and one of our experts will be in touch.
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