The following challenges were identified:
- A global scalable CRM solution was needed for future acquisitions to manage their pre-and post-sales processes of booths, sponsorships, Delegate & Vendor management across different locations
- Understanding the existing systems (Source Data), deciphering data from the source & data mapping with the Target Salesforce org was a major challenge.
- Ensuring the products are configured in the Target org so that it can cater to the variations across different events & regional preferences
- Create a central Billing Platform, which can interact with SAP as the A/R system
Products Used
Sales Cloud, Community Cloud (Customer and Partner Community), Salesforce CPQ & Billing, Salesforce Einstein Analytics, Salesforce Billing Implementation, Conga, Expo Floor Plan Tool, Mulesoft, DocuSign
Approach and Key Features
- Girikon conducted an Initial Discovery phase to analyze the custom features in the different orgs and create a Functional Map for the Target Source. One of the existing Org was used as the Target source
- Detailed Data Analysis and Data Mapping exercise was done. Data migration strategy included Talend as the ETL tool and MS SQL as staging databases
- Upon pilot source org migration, learnings were incorporated and subsequently all the source orgs were migrated in batches
- Enables the end users to place reservation requests for booths needed for any selected event.
- It gives sales person an advantage to get orders from customers directly
- Each event has a different community URL and floor plan enabling Branding of each event portal.
- Vendor management also managed
- Integration with Salesforce CPQ to get the different Booth products available for sale along with pricing
- Online payment management through Cybersource integration
- Integrated CPQ with DocuSign & Conga composer to add e-signatures functionality.