case study_sales force_services company

Saxon Global Solution

Customer Benefit

Saxon Global Case Study

About the Customer

A US based leading ERP implementationprovider

SERVICESSERVICES42% reduction in lead time to manage consultant onboarding42% reduction in lead time to manage consultant onboarding

Business Situation and Challenges

Sales process & Consultant management was being handled through excel and posed huge challenge with high growth rate. Client intended to streamline the Salesmanagement, consultant on-boarding, placement & timesheet billing through centralized platform usingSalesforce. The challenges faced by the client were

No automated way for Consultant Onboarding

Account and Contact Information had to be manually entered at multiple places

No synchronization of consultant recruitment with Customer onboarding

Technology Platform

Salesforce.com Service Cloud APEX

Visual-Force Pages

Integrators

Job Science

Box.com

Survey Force

Dial Source

Docusign

Triggers

Synchronized PM/Timesheet Management

Telephony & E-mail Integration

Streamlined Candidate Management

Better tracking of contracts/invoicing

42% reduction in lead time to

manage consultant on boarding

www.saxonglobal.com