Girikon successfully configured, enhanced and implemented Salesforce Sales Cloud for its client.
Salesforce Community Cloud – Force.com
Project – Customer & Partner Community
Industry – Social Platform
Client – Mid-size start-up with large user base expectations
Key highlights and features:
Interactive social platform to connect individuals and businesses through reward-based interactions.
Partners use the social platform to exhibit their diverse types of product & coupons, customers are able to make purchase through point based reward system.
The application was built using lightening components with custom UI theme, that was provided by the customer
Salesforce chatter API has been used for social feeds, blogs, interactive forums and ad management.
The portal supports different roles for the Partners & their staff members.
A wallet system has been developed for both, the customers & the partners.
Girikon successfully configured, enhanced and implemented Salesforce Sales Cloud for its client.
Salesforce Sales Cloud – Force.com
Project – Sales & Ops Process Automation
Industry – AV & Lighting Services
Client – Mid-sized AV & Lighting advocate & partner in ministry, education and business, USA (50+ SF Users)
Key highlights and features:
End-to-end automation of all the business processes on the Salesforce Platform including Sales, Engineering & Operations
Sales Processes – Work Agreement, Project Scope Definition, Sales Quotation
Engineering Processes – Sales-Engineering Kick Off, Engineering
Operations – Procurement, Engineering-Operations Kick Off, Operations
Invoicing, Closure & After-Sales – Job Costing, Post Closeout Meeting, Delivery Receipt, Contact List, Incident Report, CoSC
The Background
Large Multinational with 14 offices across 10 countries and 1500+ employees leading developer of custom-engineered and application-specific products and solutions utilizing the latest technologies, needed to automate its Quote processes on the Salesforce platform. The existing quote process was managed using Excel Sheets, which was found to be labor intensive and prone to errors due to the lack of standardization.
Industry:
• Manufacturing
Products:
• Salesforce Sales cloud
• Salesforce CPQ
The Girikon Team Solution
Girikon discovered through a series of workshop with the client that there was a heavy reliance on Excel sheets. For the client Excel provided the flexibility required to deal with the large number of products, discount, price logic and ability to copy line items as required. The existing practices lacked standardization is an un- reliable process and was error prone.
Girikon found that business required the existing flexibility with a common system to ensure consistency of data and process.
Girikon performed analysis on the various integrations with the view of making effective changes to maximize the client’s investment.
Girikon team of Salesforce Consultants designed and developed a customized Salesforce CPQ to enable the flexibility and ensure the business adopted to the new Quotation process.
Girikon’s management of the product and cost data each with individual identification had to manage the data to ensure business continuity and adoption of the users.
Key Highlights and Features
Automation of the complex Quoting processes on the Salesforce platform, previously managed with using Excel spreadsheets which was found to be cumbersome.
Cost calculation logic from multiple excel sheets were merged into one view in Salesforce. Price rules, Product rules, Discount Schedule and Calculator API were also used.
Custom solution to maintain cost summary with multiple future inflations in one screen designed.
The Background
A large USA based Healthcare Staffing organization (800+ Salesforce users), needed to strengthen its business through a customized Salesforce platform and a requirement to automate to enable efficiency gains and a better fit to the organization’s operations. The objective was to upgrade a very generic one-size-fits-all Cloud based application with several redundant features to a custom fit Salesforce CRM eco system.
Industry:
• Healthcare
Products:
• Salesforce Sales cloud
• Integration – Quickbooks, Docusign
The Girikon Team Solution
Girikon’s team of Salesforce Consultants conducted a series of discovery workshops to understand the current application, “as is” business processes and recommended a series of changes including a list of redundant features not meeting user expectations.
Girikon assisted with the design and configuration of the existing system to implement automation in ways to achieve the required business objectives. Complex navigation was also reviewed by the Girikon team which was causing low user adoption of the existing systems and negatively impacting the business.
Girikon performed analysis on the various integrations with the view of making effective changes to maximize the client’s investment.
Girikon team of Salesforce Consultants designed and developed a simpler, easy-to-use and automated Force.com based solution to ensure the key business processes such as staff orders, pay negotiation, order closures and financial accounting.
Girikon designed and developed integration to third party for lighter touch order entries from multiple websites, tax/per-diem benefits calculations, customized Web-to-Lead conversions, and accounting/taxation related feeds. Intuitive portals were also developed using Community Cloud for staff interface and reduction of paper-based forms previously used.
Key Highlights and Features
Extremely tailor-fit solution, automated & data intensive solution for simplified recruitment process [GetFyre integration]
Complex Integrations and Calculation intensive business Logic, Runtime backend bulk notifications
Automated, complex, document creation using SDocs for very professional presentation to Hospitals. Docusign & Quickbooks Integration
Automated paycheck calculations (including Per diem Meal, Lodging & Tax) for Orders. Complex State based burdens/Min Wage rule compliance and calculations [GSA & Paymycheck.info integrations]
Automated Resume Passing for Qualifications, Domain skills, Work History details etc. (Better adoption rates & Seamless Integrations)
The Background
Large manufacturing organisation (1000+ Salesforce users) has a requirement to automate sales opportunities, revenue forecasts and planning using the Salesforce platform with the objective to transform their current process from spreadsheet input to Sales cloud.
Industry:
• Manufacturing (Tyre)
Products:
• Salesforce Sales Cloud – Force.com
The Girikon Team Solution
Girikon’s team of Salesforce Consultants lead the implementation of the significant process improvement project working patiently with stakeholders to reach agreements and outcomes.
The plan included a carefully executed change management plan with the objective to ensure buy-in to the Salesforce platform and ensuring that the client’s team were onboard throughout the journey.
The Implementation plan included the following:
• Extensive training schedule
• Early visibility of data with the newly developed forecast modules
• Working collaboratively with the team to understand requirements and “as is” processes and Designing/developing a
solution well suited the client’s needs.
Key Highlights and Features
Custom solution for IHS (automobile industry forecast data provider) data upload
Long- and short-range forecasting based on the overall market projections
Revenue and margin calculations for opportunities based on Build, Take Ratio and Sales Price
Complex Reports and Dashboards for senior management
Mark Luethe, North America Sales Manager ITW Global Tyre Repair provided the following testimonial:
“Girikon has been able to take Salesforce and customize it to meet our needs. I would recommend them for future projects!”
Girikon’s Team of Salesforce Consultants lead the implementation of the significant process improvement project working patiently with stakeholders to reach agreements and outcomes.
Salesforce Sales Cloud – Force.com
Project – Sales & Manufacturing Forecasting
Industry – Manufacturing (Tyre)
Client – Large Multinational
Key highlights and features:
Custom solution for IHS (automobile industry forecast data provider) data upload
Long range & short range forecasting based on the overall market projections
Revenue & Margin calculations for opportunities based on Build, Take Ratio and Sales Price
Complex Reports & Dashboards for senior management
Girikon’s team of Salesforce Consultants conducted a series of discovery workshops to understand the current application, as is business processes and recommended a series of changes including the a list of redundant features not meeting user expectations.
Salesforce Sales Cloud – Force.com
Project – Custom Solution for Healthcare Staffing Management
Industry -Healthcare Staffing
Client – Large Healthcare Staffing Firm in USA (800+ SF users)
Key highlights and features:
Extremely tailor-fit solution, automated & data intensive solution for simplified recruitment process [GetFyre integration]
Complex Integrations and Calculation intensive business Logic, Runtime backend bulk notifications
Automated, complex, document creation using SDocs for very professional presentation to Hospitals. Docusign & Quickbooks Integration
Automated paycheck calculations (including Per diem Meal, Lodging & Tax) for Orders. Complex State based burdens/Min Wage rule compliance and calculations [GSA & Paymycheck.info integrations]
Automated Resume Parsing for Qualifications, Domain skills, Work History details etc. [Rchilly Integration]
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