Client stories
Success story 1
A global venture capitalist firm dealing in multi-stage investments uses data management to their advantage via the experience cloud feature of Salesforce.
Success story 2
A global market leader into GIS devices and spatial analytics software, streamlines its order and subscription management using Salesforce.
A global venture capitalist firm dealing in multi-stage investments uses data management to their advantage via the experience cloud feature of Salesforce.
Challenges
- Large chunks of data exchanged on excel, manually
- No insights or trends from data over a period
- Intra-organisational and inter-organisation collaboration
Solution
- Automatic and standardised capturing of operational and financial data of customers
- Analysis of funds by monitoring fund performance and allocation of funds
- Access of the portal to customers for increased visibility
Benefits
- Accurate and better analysis of company performance, reduced operational errors, and an insightful reporting mechanism for the leadership.
A global market leader into GIS devices and spatial analytics software, streamlines its order and subscription management using Salesforce.
Challenges
- No tracking of the user count
- Managing subscriptions and renewals causing multiple errors
- Lack of coordination within teams and manual effort
Solution
- Real time tracking of the number of users to achieve the goal of 1 million users
- Automated alerts and reminders on renewals
- Custom-made module to manage subscriptions
Benefits
- Error free tracking of numbers, less operational errors, and higher renewal rates.