Salesforce Partner Salesforce Support Case Study

  • April 24, 2023
  • Girikon
Background

Girikon partnered with a leading fruit, vegetable, and cut flower wholesale marketplace fruit, vegetable, and cut flower wholesale marketplace to review their existing business process while providing necessary Salesforce support by fixing issues throughout the implementation of the Salesforce partner community cloud and Salesforce sales cloud.

The Client had earlier partnered with a different Salesforce Consulting Partner to complete the implementation process before approaching Girikon. However, the wholesale marketplace was not satisfied with the implementation of Salesforce Org as due to improper implementation, several issues cropped up that led to major business disruption.

Girikon provided the client with the blueprint of the proposed solution and offered competitive estimates, which helped the client lay trust in Girikon’s Salesforce consulting team. Girikon was preferred over other service providers and was selected due to its previous track record in successful enterprise-scale implementation for mid and large-sized businesses.

The client identified Girikon as a reputed and reliable partner who could address their issues related to the financial module in the Sales Cloud enterprise org while guaranteeing the effective rolling out of partner communities and modification of poorly customized financial functions such as payments, billing, and price increase. Girikon’s flexible on-shore/ offshore model, quality delivery outcome, and positive management of stakeholders helped gain the client’s trust and inspired them to partner with Girikon for the long term.

About the client

The Client is a leading wholesale vegetable, fruit, and cut flower market. It is also one of the six central fresh produce markets. This purpose-built facility is built on a 70-hectare site and provides a critical link between the growers, retailers, wholesalers, and the fresh produce supply chain. The Market has a clientele of more than 5000 businesses that use it for purchasing and selling fresh produce for distribution across Victoria and Australia.

Over 1,800 fruit and vegetable buyers representing independent supermarkets, greengrocers, restaurants, and food processors, source their products from the Market directly. Many others receive consignments and deliveries from the Market. With a warehousing space of 120,000 square meters, the market has the largest warehousing space in the zone of any central market in Australia.

The Problem

The client wanted to address the pain points identified by the users to ensure business continuity and revenue flow. The following issues were identified:

  • First Bill Date should be the 1st of the previous month of the start date.
  • The ‘I’ information is not flowing through the new Line created.
  • To remove the 1000 limit for Products: CARD and ABC Renewal.
  • Review the code and test coverage.

The second issue was associated with the price increase contract end date, which required to be rectified before the contract renewals are processed. Based on the contract renewal date logic, the data was generated. However, the client identified an issue with the data.

  • Access card contract “Billed to date” was incorrect and had to be updated before contract renewals could be processed.
The solution

Girikon helped the Client with ongoing Salesforce support to ensure proper support is provided to the production Salesforce Org all through the year and during the high activity periods to ensure business continuity.

The following solutions were provided to support the Client all through the year:

  • Standardization and alignment of Renewal Start and End dates for all of the wholesaler’s tenants
  • The description field of the new line item was populated from the description field of the previous line item from which the value was inherited.
  • To see all records, the page and list holding component was changed
  • The end date was aligned to the ‘Billed To date’, and the contract was successfully updated.
  • Code issues were resolved by reviewing code written by incumbent partners while improving test coverage.

Solution Inclusions and Features

The implementation of Sales Cloud was done to track and get a 360-degree view of the inflow/progress of inquiries, Customer data, and Sales Pipeline. Additionally, it also improved collaboration between different teams involved during the Sales cycle along with Weekly/Monthly Reports and dashboard generation for better analysis of business performance.

The Outcome

The client team could easily process the contract renewals on time without the need to update all the 8,500 contracts manually. This saved 3-4 weeks of manual data entry. Due to all the excellent service, effort, work ethic, and features developed by Girikon, the final product turned out to be outstanding. This helped in developing a long-lasting relationship with the client while ensuring that the Client’s expectations are fulfilled while providing support throughout the engagement.

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