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Marketing

business process automation in marketing for a social app

FIGURES: SOCIALTECH
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Project overview


SocialTech were looking for a Salesforce consulting company to help automate the business processes of the marketing department.
We joined other candidates in the competition, and had to provide the technical solution and estimate in quite a short time.
Our proposal was selected for implementation due to its great price/value index, and ability to take all the risks on us, providing a fixed budget for SocialTech.
About SocialTech
SocialTech is a global IT company working in the Social Discovery Industry. They develop social platforms for millions of people in Asia, South America and Europe. According to the CEO's interview, SocialTech heavily relies on the most up-to-date technology and automation.
ABOUT SOCIALTECH

SocialTech is a global IT company working in the Social Discovery Industry. They develop social platforms for millions of people in Asia, South America and Europe. According to the CEO's interview, SocialTech heavily relies on the most up-to-date technology and automation.
implementation PROCESS
  • We configured an advanced tailored customer management system on Salesforce Sales Cloud - enabling a highly interactive end-to-end process of partner interactions automations.
  • Besides automating customer-facing processes in Salesforce, we created an API-based integration with the corporate ERP and financial system, finalizing the back-office components of the flow and significantly reducing the manual efforts of marketing specialists of Socialtech.
  • Leverage of Docusign for documents generation and electronic signatures was a part of the solution.
IMPLEMENTATION PROCESS

  • We configured an advanced tailored customer management system on Salesforce Sales Cloud - enabling a highly interactive end-to-end process of partner interactions automations.
  • Besides automating customer-facing processes in Salesforce, we created an API-based integration with the corporate ERP and financial system, finalizing the back-office components of the flow and significantly reducing the manual efforts of marketing specialists of Socialtech.
  • Leverage of Docusign for documents generation and electronic signatures was a part of the solution.
Vanda Dominhush
Marketing Business Lead in SocialTech
Before we started our cooperation with Twistellar, we were very proud to satisfy our needs in product and marketing development with our internal team. Our decision to launch Salesforce was made in the state of rapid growth and we simply ran out our capacity in the dev team. There was a strong need for a solution that accelerates new partners' onboarding process, and we were happy to meet the Twistellar Team at the right time. Thankfully all our beliefs about outsourcing development were dispelled.

Deep knowledge in development and business, a high level of task outship, turnkey project closing, constant support of functionality and quick response to any request. All of these qualities are inherent in the Twistellar team. Thank you so much for your cooperation!
Vanda Dominhush
Marketing Business Lead in SocialTech
Before we started our cooperation with Twistellar, we were very proud to satisfy our needs in product and marketing development with our internal team. Our decision to launch Salesforce was made in the state of rapid growth and we simply ran out our capacity in the dev team. There was a strong need for a solution that accelerates new partners' onboarding process, and we were happy to meet the Twistellar Team at the right time. Thankfully all our beliefs about outsourcing development were dispelled.

Deep knowledge in development and business, a high level of task outship, turnkey project closing, constant support of functionality and quick response to any request. All of these qualities are inherent in the Twistellar team. Thank you so much for your cooperation!

Next Phase

Thanks to the inspiring results of the first mutual project, SocialTech decided to switch their Pipedrive CRM to Salesforce.

The reason for that was the lack of flexibility and scalability: PipeDrive couldn't completely match the complex business flows of SocialTech, requiring a lot of manual operations and workarounds in the daily routine.
The Project Scope:


  • The scope of the next stage was much larger and was composed by the stakeholders from multiple departments and functional units of SocialTech.
  • The work started with the detailed business analysis activity, resulting in the technical specification with all the expectations outlined and formalized.
  • The requested functionality was designed to be implemented on Sales Cloud, but with heavily customized sales funnels and various automations to expedite customers conversions in place.
  • Even more integrations were in scope - financial and ERP systems, compliance, file storage, calendars, schedulers and Pandadoc for documents generation.
THE PROJECT SCOPE:

  • The scope of the next stage was much larger and was composed by the stakeholders from multiple departments and functional units of SocialTech.
  • The work started with the detailed business analysis activity, resulting in the technical specification with all the expectations outlined and formalized.
  • The requested functionality was designed to be implemented on Sales Cloud, but with heavily customized sales funnels and various automations to expedite customers conversions in place.
  • Even more integrations were in scope - financial and ERP systems, compliance, file storage, calendars, schedulers and Pandadoc for documents generation.
Implementation

  • This was a great piece of work. There were a lot of clarifications and adjustments along the way, usually related to optimizing UX.
  • As usual, a lot of complications were related to data migration - we had to move historical information to Salesforce, that required its clarification and remapping: it's one of the toughest parts of any CRM migration projects.
  • SocialTech team showed themselves as perfectionists, putting the comfort of customers and employees at the first place. The result was remarkable.
IMPLEMENTATION

  • This was a great piece of work. There were a lot of clarifications and adjustments along the way, usually related to optimizing UX.
  • As usual, a lot of complications were related to data migration - we had to move historical information to Salesforce, that required its clarification and remapping: it's one of the toughest parts of any CRM migration projects.
  • SocialTech team showed themselves as perfectionists, putting the comfort of customers and employees at the first place. The result was remarkable.
Date: October 2020 ● Category: Sales Cloud / Marketing Cloud