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Salesforce Implementation and Integration Case Study

Salesforce Implementation and Integration Case Study

Customer Background
A Leading Information and Publishing Company. The organization maintains operations across Europe, North America and Asia Pacific.
 
Business Challenges
  • To cater to the changing business requirement, the organization wanted to implement, integrate and migrate to a new SFA application,
  • Overcome the challenges of data redundancy and inconsistency because of multiple applications
 
Solution Delivered
Considering the business requirements HCL recommended the implementation of SFA using Salesforce.com along with integration with other interfacing application, data migration, end user training and post production support.
 
SFA Solution
 
  • Implement Lead Management Module: Standard Solution (Lead Capturing and Assignment, Lead Qualification and Conversion, automation of notification process) Custom Solution (custom object to be created for capturing unverified leads, custom business logic for (capturing leads from external sources, screening leads to prevent duplication, converting verified unverified leads to Leads).
 
  • Implement Account Management Module: Standard Solution (standard Account Management module including Activity Management, custom account view to be enabled). Custom Solution (custom development for defining business logic for Real-time search for custom accounts in SAP, Managing flow of data between SFDC and SAP, sync up customer account between SAP and SFDC, Managing daily batch updates for account master from ODS system).
 
  • Implement Contacts Management Module: Standard Solution (standard Contact Management module including Activity Management) Custom Solution (custom development for managing flow of data between SFDC and SAP after prospect account conversion – contacts associated with SAP to reside in SFDC).
 
  • Implement Opportunity Management Module: Standard Solution (Standard Opportunity Management module including Opportunity Assessment, Sales Process and Record Types, Sales Teams, Activity Management, Workflows and Alerts) Custom Solution (Creation of custom page to add products to opportunity, custom development to define business logic for Enable manual product pricing, Integration with ODS for product and list prices mater and with SAP for Product pricing, creating discount approvals on opportunity product)
 
Configurations and customizations were implemented for Project Module, Product Module, Quote Module, Order Module, Cash and Book Sales, Inventory, Credit Request, Invoice History, Milestone, Ticket, Unlock code and Territory. Apart from this Reports and Dashboards as well as Security and Sharing model was implemented.
 
Salesforce.com Integration with Other Applications
 
Salesforce.com was integrated with various applications such as SAP, ODS, BI and various third party applications by leveraging customized Web Service API and AppExchange applications.
 
Data Migration
  • Creation of data migration plan, data migration process design, architecture including data quality strategy
  • Map data points from source SalesLogix system to Salesforce.com SFA system at object level
  • Design and creation of data migration templates and schema through  field level mapping
  • Multiple test loads across functionalities until errors and omissions are addressed
  • Verification and validation of migrated data
  • Migrate data into the live Salesforce.com SFA solution

 

Benefits
  • Single application to standardize sales processes
  • Comprehensive, consistent sales information provides management real-time visibility into key sales metrics
  • Increased level of standardization of methodologies, processes, and tools
  • Seamless integration of Salesforce.com application with customers applications

About HCL Salesforce Practice
  • HCL’s Salesforce.com Credentials:
    Salesforce Premier Consulting Partner
  • HCL’s SFDC Practice offers “Advise to Execute” Services covering Salesforce.com Consulting, Implementation, Enterprise Integration and Maintenance & Support.  Key highlights of HCL Salesforce.com practice:
  • PREMIER Consulting Partner with Salesforce.com (Topmost Tier)
  • One of the largest pool of Salesforce.com Certified Consultants among SFDC partners globally
  • Selected by Salesforce.com for providing L2 Developer Support globally on  Force.com platform
  • Dedicated Centre of Excellence for Salesforce.com/ Force.com with IPs and frameworks including CRI™, iSM™, CTMS, ExACT, i-Migrate, etc.
  • 360 degree Market facing joint GTM with Salesforce.com

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