Sales Cloud
SALESFORCE sales cloud implementation FOR CLOUD SYSTEM INTEGRATOR
FIGURES: Technoserv Cloud
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Project overview
Technoserv is the biggest system integrator, a company of 2700+ employees, a cloud provider with its own platform. Technoserv Cloud platform provides a flexible scalable and easily created environment for IT projects with easy management and automation possibilities.
Challenges
Technoserv Cloud needed to further boost the productivity of their sales team. Salesforce was selected as a platform to integrate into the existing IT landscape, and customize to accurately match the multi-level sales flows. So, the project consisted of three stages:
- Salesforce Integration
- Sales funnel automation
- Implementation of complex actual and forecast financial and sales reports
CHALLENGES
Technoserv Cloud needed to further boost the productivity of their sales team. Salesforce was selected as a platform to integrate in the existing IT landscape, and customize to accurately match the multi-level sales flows. So, the project consisted of three stages:
Technoserv Cloud needed to further boost the productivity of their sales team. Salesforce was selected as a platform to integrate in the existing IT landscape, and customize to accurately match the multi-level sales flows. So, the project consisted of three stages:
- Salesforce Integration
- Sales funnel automation
- Implementation of complex actual and forecast financial and sales reports
TEAM'S ENGAGEMENT
Twistellar were chosen from the candidates with similar technical background for its best price-quality ratio. We were able to find optimal solutions to client's problems which required less developers' time and suited the business needs. Thanks to our vast and diverse experience we were able to think out of the box and made the best proposition possible.
Our Lead Project Manager and developers are in constant contact with the Technoserv Cloud Product Manager. They discuss all the details of the projects by calls and screen sharings. They don't have strict schedules of the calls, it all happens under necessity, so it's a very close and agile environment. The PM makes sure that all tasks are completed in time and makes flexible changes at resource management on the project when needed. Each stage is followed up by standing reports.
Our Lead Project Manager and developers are in constant contact with the Technoserv Cloud Product Manager. They discuss all the details of the projects by calls and screen sharings. They don't have strict schedules of the calls, it all happens under necessity, so it's a very close and agile environment. The PM makes sure that all tasks are completed in time and makes flexible changes at resource management on the project when needed. Each stage is followed up by standing reports.
TEAM'S ENGAGEMENT
Twistellar were chosen from the candidates with similar technical background for its best price-quality ratio. We were able to find optimal solutions to client's problems which required less developers' time and suited the business needs. Thanks to our vast and diverse experience we were able to think out of the box and made the best proposition possible.
Our Lead Project Manager and developers are in constant contact with the Technoserv Cloud Product Manager. They discuss all the details of the projects by calls and screen sharings. They don't have strict schedules of the calls, it all happens under necessity, so it's a very close and agile environment. The PM makes sure that all tasks are completed in time and makes flexible changes at resource management on the project when needed. Each stage is followed up by standing reports.
Twistellar were chosen from the candidates with similar technical background for its best price-quality ratio. We were able to find optimal solutions to client's problems which required less developers' time and suited the business needs. Thanks to our vast and diverse experience we were able to think out of the box and made the best proposition possible.
Our Lead Project Manager and developers are in constant contact with the Technoserv Cloud Product Manager. They discuss all the details of the projects by calls and screen sharings. They don't have strict schedules of the calls, it all happens under necessity, so it's a very close and agile environment. The PM makes sure that all tasks are completed in time and makes flexible changes at resource management on the project when needed. Each stage is followed up by standing reports.
- MariaLead Project Manager, TwistellarSome projects for SF come as a complex combination of technical and economic competence challenges where a team should have not only a profound knowledge of SF platform capabilities but have financial literacy and high analytical skills. Working on the project for Technoserv Cloud required deep analysis of the numerous dependencies in the business and process flows, diving deep into the code, building up extremely complicated calculations, resolving close-to-impossible solutions together with the customer's analytical team, discovering and eliminating flaws in the core functionality. That's a very high bar and an exciting journey for the team where all members are open to really complicated tasks.
Salesforce Integration
Technoserv Cloud needs to embed a large number of financial statements and complex economic calculations into Salesforce flows. These peculiar properties make it harder for the development team to work on typical Sales Cloud implementation tasks. Twistellar adopted our usual workflow for this specific case so it allowed us to stay within the estimated time frames and submit the project on time. Integration with existing ERP systems was built via corporate integration bus.
Automation of administrator and sales manager interconnection
To simplify Opportunity management we transfered all kind of activities tracking automation mailing to Salesforce. The correct set of opportunity sales processes allowed to make the right order of status changing.
We added status validation that helps to avoid untimely transfer opportunity to the new state. Validation is based on field records that are used to indicate data associated with a particular status. State switching is accompanied by task creation and messages in Chatter.
We added status validation that helps to avoid untimely transfer opportunity to the new state. Validation is based on field records that are used to indicate data associated with a particular status. State switching is accompanied by task creation and messages in Chatter.
AUTOMATION OF ADMINISTRATOR AND SALES MANAGER INTERCONNECTION
To simplify Opportunity management we transfered all kind of activities tracking automation mailing to Salesforce. The correct set of opportunity sales processes allowed to make the right order of status changing.
We added status validation that helps to avoid untimely transfer opportunity to the new state. Validation is based on field records that are used to indicate data associated with a particular status. State switching is accompanied by task creation and messages in Chatter.
To simplify Opportunity management we transfered all kind of activities tracking automation mailing to Salesforce. The correct set of opportunity sales processes allowed to make the right order of status changing.
We added status validation that helps to avoid untimely transfer opportunity to the new state. Validation is based on field records that are used to indicate data associated with a particular status. State switching is accompanied by task creation and messages in Chatter.
Implementation of up-sales services process
We created new features, adding control functionality to create upsell and copying data from previous orders, specifying and validating the active time, using existing sales processes.
IMPLEMENTATION OF UP-SALES SERVICES PROCESS
We created new features, adding control functionality to create upsell and copying data from previous orders, specifying and validating the active time, using existing sales processes.
We created new features, adding control functionality to create upsell and copying data from previous orders, specifying and validating the active time, using existing sales processes.
Pardot integration
We made the initial setup of Pardot. We used firstly one template and one landing page with lead score detection and configuration dynamic prospect list. This easy structure was used to expand functionality further and consult the user of Pardot on new flows. A series of sessions was arranged to train the employees of the customer to work with the system on their own.
PARDOT INTEGRATION
We made the initial setup of Pardot. We used firstly one template and one landing page with lead score detection and configuration dynamic prospect list. This easy structure was used to expand functionality further and consult the user of Pardot on new flows. A series of sessions was arranged to train the employees of the customer to work with the system on their own.
We made the initial setup of Pardot. We used firstly one template and one landing page with lead score detection and configuration dynamic prospect list. This easy structure was used to expand functionality further and consult the user of Pardot on new flows. A series of sessions was arranged to train the employees of the customer to work with the system on their own.
Sales funnel automation
Twistellar creates a system that can compare the sales manager's progress with the sales funnel standards. It allows to see how the sales funnel changed by the chosen date, and correlates that to the corporate expectations.
In comparative reports different parameters connected with specific dates can be used.
This kind of report allows managers and sales to see the dynamic changes, strong growth of activity and reveal bottle necks of the sales funnel.
In comparative reports different parameters connected with specific dates can be used.
This kind of report allows managers and sales to see the dynamic changes, strong growth of activity and reveal bottle necks of the sales funnel.
Generation of commercial offers
Twistellar used Google API to create preset commercial offers in Google Spreadsheets directly from the platform. We developed templates that consist of necessary information. The platform automatically creates the needed commercial offer in Google Spreadsheets just by click and send it according to the business and workflow. Google API was used to make the offers further editable manually for specific cases.
Twistellar used Google API to create preset commercial offers in Google Spreadsheets directly from the platform. We developed templates that consist of necessary information. The platform automatically creates the needed commercial offer in Google Spreadsheets just by click and send it according to the business and workflow. Google API was used to make the offers further editable manually for specific cases.
Commercial offers approval system
Technoserv Cloud has the rules according to which any commercial offer must be reviewed and approved by multiple participants of the workflow. Twistellar developed the hierarchical system of approval. This system prevents sending commercial offers without the approval of each responsible person.
Technoserv Cloud has the rules according to which any commercial offer must be reviewed and approved by multiple participants of the workflow. Twistellar developed the hierarchical system of approval. This system prevents sending commercial offers without the approval of each responsible person.
Custom wallet report
Technoserv Cloud needs a more clear report of marginal and gross income. We used our previous case with a sales funnel report to upgrade and configure adjustable monthly reports which help managers to compare both marginal and gross incomes in the chosen month.
Technoserv Cloud needs a more clear report of marginal and gross income. We used our previous case with a sales funnel report to upgrade and configure adjustable monthly reports which help managers to compare both marginal and gross incomes in the chosen month.
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We have been looking for a certified SalesForce partner for a long time, have tried several companies. As a result, SalesForce headquarters recommended Twistellar to us.
The workflow between our teams is maximally effective, I would designate it as exemplary effective.
Most impressive about Twistellar is high competence, high speed of work, high quality work, high availability. They use a flexible approach when collaborating or implementing tasks.
The workflow between our teams is maximally effective, I would designate it as exemplary effective.
Most impressive about Twistellar is high competence, high speed of work, high quality work, high availability. They use a flexible approach when collaborating or implementing tasks.
Date: October 2020 ● Category: Sales Cloud / Marketing Cloud