SalesForce Implementation For Fleet Management Firm
The firm wanted to improve customer service. In that effort, they wanted to create a new customer hierarchy highlighting the relationship between various accounts
Technologies
Rootstock ERP Native Mobile App Financial Force
Challanges
Upgrade to a better system from the on-premises legacy system that required regular maintenance and updates.
Business processes involved numerous manual steps, consuming significant staff time.
The firm wanted to improve customer service. In that effort, they wanted to create a new customer hierarchy highlighting the relationship between various accounts.
To do away with the legacy invoice generation tool and to embrace a Salesforce supported system.
The firm wanted to monitor the condition of each vehicle and capture inspection details digitally
Solutions
- We provided guidance during the deployment phase, ensuring a smooth transition to the cloud platform. We proposed a new architecture, deployed Salesforce, and migrated existing business processes. Partnering with the firm, we guided them through the entire deployment phases.
- Customized applications were built and integrated to cater to specific business requirements. We redefined the customer hierarchy by creating customer sites to replace individual customer accounts.
- Along with customer, the mapping of the partner community also had under gone changes to reflect the changes on the customer end.
- To implement these advanced features, We customized Rootstock and FinancialForce App Exchange solutions in their Salesforce system. Profiles and permissions were setup based on Rootstock object.
Why Choose Ashapura Softech?
Dynamic and professional team of expert
Highly cost effective user -centric solutions for all horizon
Extremely process oriented company
Possess the Capability of Producing Most Feasible Solutions
Comfortable, Conductive, Confident and Collaborative Working Environment
Offering Quality and Standard Solutions for Small to Large Business
Everybody Is Hands-on for Quality and Operational Excellence
Consistent With Creating Value for Customers
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