case study_sales force_services company

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Saxon Global Solution Customer Benefit Saxon Global Case Study About the Customer A US based leading ERP implementaon provider SERVICES SERVICES 42% reduction in lead time to manage consultant onboarding 42% 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 Sales management, consultant on-boarding, placement & mesheet billing through centralized plaorm using Salesforce. The challenges faced by the client were No automated way for Consultant Onboarding Account and Contact Informaon had to be manually entered at mulple places No synchronizaon 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 Integraon Streamlined Candidate Management Beer tracking of contracts/invoicing 42% reducon in lead me to manage consultant on boarding www.saxonglobal.com

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Page 1: 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