Case study_sales force_services company

1. Saxon Global Case Study
About the Customer
A US based leading ERP implementation
provider
Saxon Global Solution
Customer Benefit
SERVICES
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 &
timesheet billing through centralized platform using
Salesforce. 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