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Problem
• Different teams were using a homegrown .Net based system
• Data entry in multiple systems, no centralized reporting
• FTP server for document management
Solution
Mansa migrated .Net and other various systems data to Salesforce Sales
Cloud to provide one point of access to data and reports and implemented a
custom cloud storage solution to enhance content storage within Salesforce.
Benefits
 Successful User Adoption of Salesforce CRM
 Huge time savings with no time wasted on multiple data entries
 Centralized reporting process
 Reduced IT costs (Server Maintenance)
 Store documents easily in Salesforce with cloud storage solution for
Salesforce
Salesforce customized for Solar needs

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Real Goods Solar - Salesforce customized for solar needs

  • 1. Problem • Different teams were using a homegrown .Net based system • Data entry in multiple systems, no centralized reporting • FTP server for document management Solution Mansa migrated .Net and other various systems data to Salesforce Sales Cloud to provide one point of access to data and reports and implemented a custom cloud storage solution to enhance content storage within Salesforce. Benefits  Successful User Adoption of Salesforce CRM  Huge time savings with no time wasted on multiple data entries  Centralized reporting process  Reduced IT costs (Server Maintenance)  Store documents easily in Salesforce with cloud storage solution for Salesforce Salesforce customized for Solar needs