Enzigma is a leading business solutions provider that has delivered over 350 projects globally since 2002. They provide solutions using technologies like Salesforce, .NET, and mobile development. This document discusses several of Enzigma's clients and the customized solutions they developed for them. For the American Red Cross, Enzigma built a Salesforce-based solution to automate project approval processes and provide detailed dashboards to track global disaster relief projects. For NPower's Tech Community Corps portal, they matched volunteers with nonprofit IT projects using a matching algorithm on the Salesforce platform. They also developed a grant management system called FoundationConnect, initially on .NET but later rebuilt fully on Salesforce.
FinancialForce Professional Services Automation (PSA) DatasheetSwiftype
FinancialForce Professional Services Automation (PSA) is a cloud based services solution that leverages the power of Salesforce CRM and Force.com to manage your people, customers, projects and financials in one integrated services management application.
Weidenhammer Application Development PracticeFred Smollinger
Weidenhammer provides software development services including web, mobile, and enterprise application development. They utilize modern development practices and focus on requirements, architecture, testing, and delivering business value. Weidenhammer offers a range of solutions from content management to ecommerce and can develop applications on various platforms including .NET, PHP, Java, and more. Their user-centric approach aims to deliver intuitive, high-quality software that meets business needs.
Salesforce Communities Webinar - Great Canadian Heli-SkiingTraction on Demand
Today, it's not enough to gain customer loyalty just on a great product or service. To be successful you have to provide a memorable, connected experience. That's why Great Canadian Heli-Skiing (GCHS), a provider of world class heli-skiing tours, turned to Salesforce and Traction on Demand to develop a customer community to enhance their guest experience.
Intergen - Dynamics CRM Roadmap and Social MediaIntergen
Earlier this year we saw the global launch of Dynamics CRM 2011, and according to key
analysts it’s already proving to be a world beater. In this session we’ll cover the key strengths
of CRM 2011, both on premise and online, as well as take a brief look into the future.
The session will also cover a deeper dive into the use of social media in the sales and
marketing arena. We’ll demonstrate how Dynamics CRM 2011 can help you create a central
view of social media activity as it relates to your business and how Dynamics CRM can help
extend your view of your customers and prospects.
HCLT Brochure: Transformation of Transportation SystemsHCL Technologies
HCL brings to CIOs, a complete assessment framework and methodology to help transform their core operations systems. HCL’s comprehensive diagnostic toolkit, combined with pre-defined KPIs, helps CIOs benchmark the current state of operations, thereby providing a baseline and roadmap for moving on to a standardized, ‘global freight forwarding and transportation platform’ built on a scalable and flexible applications architecture.
With so many CRM solutions to choose from, how do you know which one is right for your business? In this webinar, we will openly discuss three of the most requested CRM software solutions on the market...and we're not pulling any punches.
In this webinar, we will discuss...
• Price Comparisons
• Feature Comparisons
• Ease of Implementation
• A Live Demo
The document discusses Salesforce's approach to customer success. It outlines resources like Trailhead for self-guided learning, communities for peer support, and services like accelerators and expert guidance. Customer success plans offer standard and premier options with guidance, support, and response times tailored to needs. The key is providing flexible resources at every stage to ensure customers succeed with Salesforce.
FinancialForce Professional Services Automation (PSA) DatasheetSwiftype
FinancialForce Professional Services Automation (PSA) is a cloud based services solution that leverages the power of Salesforce CRM and Force.com to manage your people, customers, projects and financials in one integrated services management application.
Weidenhammer Application Development PracticeFred Smollinger
Weidenhammer provides software development services including web, mobile, and enterprise application development. They utilize modern development practices and focus on requirements, architecture, testing, and delivering business value. Weidenhammer offers a range of solutions from content management to ecommerce and can develop applications on various platforms including .NET, PHP, Java, and more. Their user-centric approach aims to deliver intuitive, high-quality software that meets business needs.
Salesforce Communities Webinar - Great Canadian Heli-SkiingTraction on Demand
Today, it's not enough to gain customer loyalty just on a great product or service. To be successful you have to provide a memorable, connected experience. That's why Great Canadian Heli-Skiing (GCHS), a provider of world class heli-skiing tours, turned to Salesforce and Traction on Demand to develop a customer community to enhance their guest experience.
Intergen - Dynamics CRM Roadmap and Social MediaIntergen
Earlier this year we saw the global launch of Dynamics CRM 2011, and according to key
analysts it’s already proving to be a world beater. In this session we’ll cover the key strengths
of CRM 2011, both on premise and online, as well as take a brief look into the future.
The session will also cover a deeper dive into the use of social media in the sales and
marketing arena. We’ll demonstrate how Dynamics CRM 2011 can help you create a central
view of social media activity as it relates to your business and how Dynamics CRM can help
extend your view of your customers and prospects.
HCLT Brochure: Transformation of Transportation SystemsHCL Technologies
HCL brings to CIOs, a complete assessment framework and methodology to help transform their core operations systems. HCL’s comprehensive diagnostic toolkit, combined with pre-defined KPIs, helps CIOs benchmark the current state of operations, thereby providing a baseline and roadmap for moving on to a standardized, ‘global freight forwarding and transportation platform’ built on a scalable and flexible applications architecture.
With so many CRM solutions to choose from, how do you know which one is right for your business? In this webinar, we will openly discuss three of the most requested CRM software solutions on the market...and we're not pulling any punches.
In this webinar, we will discuss...
• Price Comparisons
• Feature Comparisons
• Ease of Implementation
• A Live Demo
The document discusses Salesforce's approach to customer success. It outlines resources like Trailhead for self-guided learning, communities for peer support, and services like accelerators and expert guidance. Customer success plans offer standard and premier options with guidance, support, and response times tailored to needs. The key is providing flexible resources at every stage to ensure customers succeed with Salesforce.
This document provides an overview of Salesforce, including what it is, why organizations use it, who should use it, certifications, architecture, and how to use it. Salesforce is a cloud-based CRM platform that allows users to build customizable apps, manage customer data and relationships, automate business processes, and access data from any device. It is suitable for organizations of all sizes looking for an easy to use and secure CRM solution. The document outlines Salesforce's architecture and data model, security features, standard and custom app development, and certifications for administrators and developers.
5 Easy Ways to Make Your Org Instantly More User FriendlyTraction on Demand
This document provides 5 easy ways to make a Salesforce org more user friendly. They are: 1) Improve the user experience using visuals like icons on page layouts. 2) Reduce duplicate data entry using tools like Process Builder. 3) Make record creation easy with Quick Actions. 4) Show users relevant fields using workflows to change page layouts. 5) Visualize key indicators for objects using embedded reports. Implementing these techniques can increase adoption, data accuracy, and efficiency.
Traction on Demand is a Platinum Salesforce Partner with over 150 employees and 200 certifications. They have 9 years of experience implementing and developing the Salesforce platform, with over 450 customers, 1700 projects, and 300 custom Force.com applications developed. The document discusses building a mobile strategy with Salesforce, including the role of data in mobile, choosing the right toolset like Lightning, Communities, and Heroku, and providing examples of app implementations. It also summarizes an interview with the CTO of Salesforce1 about mobile strategies.
Empired Convergence 2017 - Keeping Pace, Staying Safe in the Digital WorldEmpired
This document discusses how organizations can keep pace with digital transformation and security challenges. It recommends developing a cybersecurity program to understand threats, identify risks, build defensive strategies, and continuously validate effectiveness. It also suggests reviewing network perimeters as traditional firewalls are no longer sufficient, and establishing identity as the new control plane since users, apps and data now extend beyond network boundaries. Identity-driven security is presented as a solution to gain visibility and control over users, devices, apps and data both on-premises and in the cloud.
Salesforce is a cloud-based customer relationship management (CRM) system that allows nonprofits to track constituents such as donors, volunteers, and program participants. Over 20,000 nonprofits in the U.S. use Salesforce. The Nonprofit Starter Pack is a free app that customizes Salesforce for nonprofits by allowing them to track things like donors, volunteers, relationships, and recurring donations. Implementing Salesforce helps nonprofits manage data more effectively, meet reporting requirements, improve efficiencies, and break down silos within the organization.
Nonprofit Success Pack Launch - Toronto 2016Braden Ford
The document introduces the Nonprofit Success Pack (NPSP) which provides key building blocks for constituent and donor management for nonprofits using Salesforce. It has been developed over 10 years through community-driven innovation. The Nonprofit Success Tour will present on NPSP at over 20 events in 5 countries. New features being released include engagement plans, levels, and improved fundraising, program and reporting features. Resources like Trailhead trails, the Solution Exchange, and the Power of Us Hub provide training and support for nonprofits using NPSP.
The first app that allows guests to sign in when they arrive, complete a DocuSign NDA/Waiver, notify hosts of their arrival and collect that data, all in a matter of minutes.
This document provides a summary of the top 10 recommended Salesforce apps for small to medium enterprises. It lists each app, including its purpose and benefits. The apps cover areas like dashboards, duplicate detection, data integration, social media integration, surveys, mapping, electronic signatures, and document generation. Most of the apps are free or offer a free version, with some requiring paid subscriptions. The document is copyrighted by Jobs in Salesforce and provides an overview to help businesses select useful Salesforce apps.
This document discusses digital transformation and options for building custom applications. It promotes a low-code/no-code platform built on Microsoft technologies like PowerApps and Flow that allows for mass customization. It notes that complexity is at the core of business processes and recommends AgileXRM as a tool to build and manage enterprise-class apps on top of Microsoft's stack by turning complexity into simplicity. It emphasizes identifying opportunities, selecting a proven scalable platform, adopting Agile methodology, and starting small before scaling and transforming.
How to grow your digital business with process automation technologyAlain Bezançon
This document discusses how process automation technology can help organizations grow their digital business. It outlines how process automation through WorkflowGen can help with time to market by quickly enhancing offerings. It also enables digital technology integration through APIs, webhooks and Node.js. Further, it assists with customer experience and user experience through customizable workflows and forms. Process automation provides operational agility by allowing adaptation to changing business needs and breaking down silos. The document promotes WorkflowGen as a solution to address these challenges and help organizations achieve digital transformation.
This document provides an overview and introduction to Salesforce CRM. It discusses what Salesforce CRM is, how to log in and navigate the system, and some of the standard objects like Accounts, Contacts, Opportunities, and Leads. It also covers importing web traffic data, different types of reports in Salesforce like tabular, summary, and matrix reports, and using views to segment and sort data. The goal is to give attendees an understanding of the basic functionality and capabilities of the Salesforce CRM platform.
The document provides guidance on successfully transitioning to Lightning, including:
- An overview of the key stages for Lightning adoption: Discover, Rollout, and Optimize.
- A demo of Lightning features to increase productivity.
- Best practices for each adoption stage, such as evaluating business processes, aligning stakeholders, and developing a rollout strategy.
- Resources available to help with the transition, including webinars, Trailhead trails, and the Lightning Now community group.
Building a Center of Excellence for your Salesforce crm teamBuyan Thyagarajan
1) The documents discuss key components of a successful business transformation including governance, roles and responsibilities within a Center of Excellence (COE), and cultural principles for the COE.
2) It provides examples of COE organizational structures and recommends having clear processes for program management, architecture, adoption, development, and release management.
3) Establishing principles like being mobile-first, configuration over custom code, and making decisions based on data are emphasized as helping the COE move quickly while driving business value.
Unlock the Power of the Salesforce Service CloudPerficient, Inc.
Topics Include:
Service Cloud Console: Empower your agents with custom console components and increase visibility
Case Feed: Streamline multichannel customer support and improve agent efficiency
Mobile Customer Support: Provide anywhere, anytime customer service
Instant Insights CSR Performance Analytics: Get real-time CSR performance analytics to quickly find and respond to problem calls and improve your contact center operations
Net Partners International is a consulting firm that was formed through the buyout of Ernst & Young's Latin American consulting division. They have a successful methodology based on Ernst & Young's "Fusion" approach. Net Partners focuses on providing innovative solutions to global companies operating in Latin America using integrated approaches combining people, processes, and technology. They have a strong team of consultants with expertise in various business tools, technologies, and methodologies. Net Partners has offices throughout Latin America and alliances with major technology companies. They provide a wide range of consulting, integration, and outsourcing services tailored to clients' needs across multiple industries.
The document discusses Microsoft Dynamics CRM and its capabilities for customer service applications. It describes how Dynamics CRM addresses common pain points like long project timelines, lack of agility, and high investments through features such as reduced customization times, modular approaches, focus on high-value business logic, and support for different delivery models. It also outlines Dynamics CRM's core and advanced customer service application areas and capabilities, and provides examples of how customers have benefited from using Dynamics CRM.
1) Kaiser considered multiple CRM options to address issues from disparate, outdated systems including long report wait times and lack of a single customer view.
2) An analysis found Salesforce to be 85% less expensive than an on-premise Siebel implementation over one year, costing $1.29M versus $8.73M for Siebel.
3) Other examples found Salesforce costs 46% lower over 5 years and enabled faster deployments and increased performance versus costly on-premise alternatives.
Through the Eyes of the Connected Consumer: Gain Visibility and Insights to I...Perficient, Inc.
ind out why 30% of Fortune 100 companies rely on IBM Tealeaf to help them become customer-centric organizations that deliver better digital customer experiences. In this slideshare, we look at real customer implementation stories and discuss how your organization can:
Increase conversion and adoption rates
Better understand online customer behavior
Eliminate roadblocks that erode customer satisfaction
Pinpoint and resolve the issues that have the most significant impact on revenue
How to Foster Engagement and Understanding Using AgileSalesforce Admins
The document discusses how to foster engagement and understanding using Agile principles such as product backlogs, user stories, acceptance criteria, and complexity points. It provides examples of common problems like being overloaded with work that is not prioritized or delivered work that does not meet requirements. The document recommends using a product backlog to prioritize all work, estimating complexity points rather than time, and having stakeholders choose the work based on points. It also recommends writing user stories and acceptance criteria for each to ensure the delivered work meets requirements. Using these Agile practices can help improve understanding, delivery, and provide metrics to stakeholders.
Social CRM: Towards Enhanced Customer Relationship ManagementMSL
Social CRM is the connection between social media and a company’s internal and external communication systems. The question for companies is no longer whether to engage with social media, but rather how to engage with it.
Companies that have already started implementing Social CRM strategies rapidly see the impact on their internal processes. Social CRM aims to solve the fundamental dilemma of how to make human-scale marketing “scalable”.
The combined expertise of Atos Consulting and MSLGROUP sheds a new light on Social CRM strategy implementation and its impacts.
Microsoft Dynamics CRM 2013 development server installationJukka Niiranen
How to setup a single server development environment for Microsoft Dynamics CRM 2013 on a Windows Azure virtual machine that can leverage the MSDN subscriber benefits for Azure Credits.
This document provides an overview of Salesforce, including what it is, why organizations use it, who should use it, certifications, architecture, and how to use it. Salesforce is a cloud-based CRM platform that allows users to build customizable apps, manage customer data and relationships, automate business processes, and access data from any device. It is suitable for organizations of all sizes looking for an easy to use and secure CRM solution. The document outlines Salesforce's architecture and data model, security features, standard and custom app development, and certifications for administrators and developers.
5 Easy Ways to Make Your Org Instantly More User FriendlyTraction on Demand
This document provides 5 easy ways to make a Salesforce org more user friendly. They are: 1) Improve the user experience using visuals like icons on page layouts. 2) Reduce duplicate data entry using tools like Process Builder. 3) Make record creation easy with Quick Actions. 4) Show users relevant fields using workflows to change page layouts. 5) Visualize key indicators for objects using embedded reports. Implementing these techniques can increase adoption, data accuracy, and efficiency.
Traction on Demand is a Platinum Salesforce Partner with over 150 employees and 200 certifications. They have 9 years of experience implementing and developing the Salesforce platform, with over 450 customers, 1700 projects, and 300 custom Force.com applications developed. The document discusses building a mobile strategy with Salesforce, including the role of data in mobile, choosing the right toolset like Lightning, Communities, and Heroku, and providing examples of app implementations. It also summarizes an interview with the CTO of Salesforce1 about mobile strategies.
Empired Convergence 2017 - Keeping Pace, Staying Safe in the Digital WorldEmpired
This document discusses how organizations can keep pace with digital transformation and security challenges. It recommends developing a cybersecurity program to understand threats, identify risks, build defensive strategies, and continuously validate effectiveness. It also suggests reviewing network perimeters as traditional firewalls are no longer sufficient, and establishing identity as the new control plane since users, apps and data now extend beyond network boundaries. Identity-driven security is presented as a solution to gain visibility and control over users, devices, apps and data both on-premises and in the cloud.
Salesforce is a cloud-based customer relationship management (CRM) system that allows nonprofits to track constituents such as donors, volunteers, and program participants. Over 20,000 nonprofits in the U.S. use Salesforce. The Nonprofit Starter Pack is a free app that customizes Salesforce for nonprofits by allowing them to track things like donors, volunteers, relationships, and recurring donations. Implementing Salesforce helps nonprofits manage data more effectively, meet reporting requirements, improve efficiencies, and break down silos within the organization.
Nonprofit Success Pack Launch - Toronto 2016Braden Ford
The document introduces the Nonprofit Success Pack (NPSP) which provides key building blocks for constituent and donor management for nonprofits using Salesforce. It has been developed over 10 years through community-driven innovation. The Nonprofit Success Tour will present on NPSP at over 20 events in 5 countries. New features being released include engagement plans, levels, and improved fundraising, program and reporting features. Resources like Trailhead trails, the Solution Exchange, and the Power of Us Hub provide training and support for nonprofits using NPSP.
The first app that allows guests to sign in when they arrive, complete a DocuSign NDA/Waiver, notify hosts of their arrival and collect that data, all in a matter of minutes.
This document provides a summary of the top 10 recommended Salesforce apps for small to medium enterprises. It lists each app, including its purpose and benefits. The apps cover areas like dashboards, duplicate detection, data integration, social media integration, surveys, mapping, electronic signatures, and document generation. Most of the apps are free or offer a free version, with some requiring paid subscriptions. The document is copyrighted by Jobs in Salesforce and provides an overview to help businesses select useful Salesforce apps.
This document discusses digital transformation and options for building custom applications. It promotes a low-code/no-code platform built on Microsoft technologies like PowerApps and Flow that allows for mass customization. It notes that complexity is at the core of business processes and recommends AgileXRM as a tool to build and manage enterprise-class apps on top of Microsoft's stack by turning complexity into simplicity. It emphasizes identifying opportunities, selecting a proven scalable platform, adopting Agile methodology, and starting small before scaling and transforming.
How to grow your digital business with process automation technologyAlain Bezançon
This document discusses how process automation technology can help organizations grow their digital business. It outlines how process automation through WorkflowGen can help with time to market by quickly enhancing offerings. It also enables digital technology integration through APIs, webhooks and Node.js. Further, it assists with customer experience and user experience through customizable workflows and forms. Process automation provides operational agility by allowing adaptation to changing business needs and breaking down silos. The document promotes WorkflowGen as a solution to address these challenges and help organizations achieve digital transformation.
This document provides an overview and introduction to Salesforce CRM. It discusses what Salesforce CRM is, how to log in and navigate the system, and some of the standard objects like Accounts, Contacts, Opportunities, and Leads. It also covers importing web traffic data, different types of reports in Salesforce like tabular, summary, and matrix reports, and using views to segment and sort data. The goal is to give attendees an understanding of the basic functionality and capabilities of the Salesforce CRM platform.
The document provides guidance on successfully transitioning to Lightning, including:
- An overview of the key stages for Lightning adoption: Discover, Rollout, and Optimize.
- A demo of Lightning features to increase productivity.
- Best practices for each adoption stage, such as evaluating business processes, aligning stakeholders, and developing a rollout strategy.
- Resources available to help with the transition, including webinars, Trailhead trails, and the Lightning Now community group.
Building a Center of Excellence for your Salesforce crm teamBuyan Thyagarajan
1) The documents discuss key components of a successful business transformation including governance, roles and responsibilities within a Center of Excellence (COE), and cultural principles for the COE.
2) It provides examples of COE organizational structures and recommends having clear processes for program management, architecture, adoption, development, and release management.
3) Establishing principles like being mobile-first, configuration over custom code, and making decisions based on data are emphasized as helping the COE move quickly while driving business value.
Unlock the Power of the Salesforce Service CloudPerficient, Inc.
Topics Include:
Service Cloud Console: Empower your agents with custom console components and increase visibility
Case Feed: Streamline multichannel customer support and improve agent efficiency
Mobile Customer Support: Provide anywhere, anytime customer service
Instant Insights CSR Performance Analytics: Get real-time CSR performance analytics to quickly find and respond to problem calls and improve your contact center operations
Net Partners International is a consulting firm that was formed through the buyout of Ernst & Young's Latin American consulting division. They have a successful methodology based on Ernst & Young's "Fusion" approach. Net Partners focuses on providing innovative solutions to global companies operating in Latin America using integrated approaches combining people, processes, and technology. They have a strong team of consultants with expertise in various business tools, technologies, and methodologies. Net Partners has offices throughout Latin America and alliances with major technology companies. They provide a wide range of consulting, integration, and outsourcing services tailored to clients' needs across multiple industries.
The document discusses Microsoft Dynamics CRM and its capabilities for customer service applications. It describes how Dynamics CRM addresses common pain points like long project timelines, lack of agility, and high investments through features such as reduced customization times, modular approaches, focus on high-value business logic, and support for different delivery models. It also outlines Dynamics CRM's core and advanced customer service application areas and capabilities, and provides examples of how customers have benefited from using Dynamics CRM.
1) Kaiser considered multiple CRM options to address issues from disparate, outdated systems including long report wait times and lack of a single customer view.
2) An analysis found Salesforce to be 85% less expensive than an on-premise Siebel implementation over one year, costing $1.29M versus $8.73M for Siebel.
3) Other examples found Salesforce costs 46% lower over 5 years and enabled faster deployments and increased performance versus costly on-premise alternatives.
Through the Eyes of the Connected Consumer: Gain Visibility and Insights to I...Perficient, Inc.
ind out why 30% of Fortune 100 companies rely on IBM Tealeaf to help them become customer-centric organizations that deliver better digital customer experiences. In this slideshare, we look at real customer implementation stories and discuss how your organization can:
Increase conversion and adoption rates
Better understand online customer behavior
Eliminate roadblocks that erode customer satisfaction
Pinpoint and resolve the issues that have the most significant impact on revenue
How to Foster Engagement and Understanding Using AgileSalesforce Admins
The document discusses how to foster engagement and understanding using Agile principles such as product backlogs, user stories, acceptance criteria, and complexity points. It provides examples of common problems like being overloaded with work that is not prioritized or delivered work that does not meet requirements. The document recommends using a product backlog to prioritize all work, estimating complexity points rather than time, and having stakeholders choose the work based on points. It also recommends writing user stories and acceptance criteria for each to ensure the delivered work meets requirements. Using these Agile practices can help improve understanding, delivery, and provide metrics to stakeholders.
Social CRM: Towards Enhanced Customer Relationship ManagementMSL
Social CRM is the connection between social media and a company’s internal and external communication systems. The question for companies is no longer whether to engage with social media, but rather how to engage with it.
Companies that have already started implementing Social CRM strategies rapidly see the impact on their internal processes. Social CRM aims to solve the fundamental dilemma of how to make human-scale marketing “scalable”.
The combined expertise of Atos Consulting and MSLGROUP sheds a new light on Social CRM strategy implementation and its impacts.
Microsoft Dynamics CRM 2013 development server installationJukka Niiranen
How to setup a single server development environment for Microsoft Dynamics CRM 2013 on a Windows Azure virtual machine that can leverage the MSDN subscriber benefits for Azure Credits.
Social CRM - Functional Architecture and Interactions FlowFabio Cipriani
Building long-lasting links with customer through innovative experience and co-generating value with them
Topics covered:
- Why Social CRM?
- Functional Architecture
- Flow and Value of Interactions
- What are CRM vendors doing to promote Social experience
- Pre-requisites and business questions
2020 Social Decoding The Social In Social CRM2020 Social
The document discusses social media and social CRM strategies. It provides examples of how Dell leveraged different social media platforms like blogs, forums, Facebook, Twitter, and ideation platforms to engage customers at different levels. It also summarizes Dell's social media policies and workflows. The document outlines Dell's evolution from reactive to proactive social media strategies and how they built online communities around shared interests. It compares old campaign-centric approaches to new community-centric approaches for scaling passion.
This document discusses operational, analytical, and collaborative CRM. It identifies the key components and relationships between the three types of CRM. Operational CRM facilitates communication with customers and connects to various touchpoints. Analytical CRM blends customer data with external sources to understand customers and boost values. Collaborative CRM enhances customer self-service and participation through many communication channels.
How to use your CRM for upselling and cross-sellingRedspire Ltd
To successfully use a CRM for upselling and cross-selling, focus on understanding customer needs and insights rather than just the software. Most CRM projects fail due to a lack of customer understanding. Cross-selling increases revenue through related products while up-selling boosts margins by selling higher-value offerings to existing customers. Tips for success include identifying patterns in customer data, getting team input on effective techniques, focusing on human factors rather than just database segments, sharing best practices, and automating those practices.
Social CRM - Concept, Benefits and Approach to adoptFabio Cipriani
A call for reviewing current CRM Strategy, Processes and Mindset throughout companies
- Concept
- Comparison with traditional CRM
- Benefits
- Approach for adoption
- How to put it to work
Overview Of Effective CRM Implementation And OperationAlan McSweeney
The document provides an overview of effective customer relationship management (CRM) implementation and operation. It discusses key aspects of CRM including customer analysis and segmentation, implementation approaches, activity-based costing, data mining, and technology components. The document emphasizes balancing a focus on internal cost reductions with improving the external customer experience to maximize long-term customer value and profitability.
Microsoft Dynamics CRM 2015 Pre-sales Presentation MaterialAileen Gusni
This document provides an overview of Microsoft Dynamics CRM and why companies should use it. It discusses how CRM systems can increase sales and marketing efficiency by driving optimization of business intelligence, social insights, and campaign management. It highlights key features of Dynamics CRM like being able to use it on any device or browser, its flexibility, mobility, out of the box features, and how it covers sales, marketing, service, and social CRM functionality in one platform. Demonstrations are provided of its salesforce automation, marketing automation, service management, and social CRM capabilities.
How to increase effectiveness of your business with UX design in your CRM?
Why UX is so important for CRM systems?
What are tangible results of designing
user-friendly CRM?
How to design a user-centered CRM?
What are the elements of well- designed system?
Daffodil Software provides software development, consulting and contract staffing services. They have expertise in SharePoint development and have helped over a dozen clients develop products on SharePoint. Their SharePoint services include implementation, customization, workflows, forms development and portals. They develop solutions using engagement models like time and materials, fixed cost or resource augmentation. Their SharePoint product development portfolio includes solutions like a CRM, project management system, incident management system and document management systems.
Daffodil Software provides IT services including software development, consulting, and staffing. They have expertise in SharePoint development and have developed various custom SharePoint applications and solutions for clients. These include a CRM, project management system, incident management system, document management system, claim management system, and document tracking system. Daffodil has experience delivering SharePoint solutions using various engagement models and has offices in several countries.
FyNSiS Technologies provides SuiteCRM consulting and custom application development services using open source technologies like PHP, MySQL, and SuiteCRM. They have sales and development centers in India and offer solutions like CRM implementation, mobile application development, and vertical-specific CRM systems for industries like manufacturing, IT, telecom, real estate, and education. Their SuiteCRM services include integrations with other systems, custom reports and dashboards, marketing automation, and sales force automation features within SuiteCRM. They aim to provide a cost-effective and open source alternative to proprietary CRM systems like Salesforce.
The document provides contact information for iVEN Consult Solutions Limited, including their main office in Lagos, Nigeria, other offices in Abuja, Nigeria and Tema, Ghana, as well as their company website and email contacts. It also lists their services which include digital transformation, Microsoft Dynamics consulting, custom application development, and Geographic Information Systems (GIS) solutions.
Prakyath applications provide you software development services and IT solutions for Application Development and Staffing Solution everything under one-roof.
Data analytics tools help organizations derive insights from vast amounts of data, enabling informed decision-making, identifying trends and patterns, personalizing customer experiences, optimizing processes, and driving innovation and competitive advantage.
Ideaworks Solutions Pvt Ltd- Mobile Application DevelopmentKamal Singh
Ideaworks Solutions is a software development company in India that help customers in solving their software needs and allow them to focus on what should be focus on.
Financial services industry proposition (cloud orca q2 2019)EdwardRowland7
This document discusses Cloud Orca, a Salesforce consulting partner that provides services to financial services companies. It outlines 7 common challenges financial services companies face, including regulatory compliance, fintech disruption, and the digital divide. It then discusses Cloud Orca's expertise in areas like compliance, GDPR, and data security. Examples are given of solutions Cloud Orca has built for customers, including integrating Google Finance charts and building a broker portal. An industry accelerator product called Orca Finance is described as a multi-faceted financial services solution on Salesforce. The document concludes by introducing the Cloud Orca team and their values and specialties.
The document provides an overview of ARIA Consulting's mission, values, solutions and services. It summarizes their focus on providing clear, practical solutions using technologies like the Microsoft Power Platform. They offer solutions and services across areas like customer engagement, data management, marketing automation and extranet management to help clients with digital transformation.
Cloud ERP (Enterprise Resource Planning) Software Datasheet from FinancialForceSwiftype
Leading Cloud ERP Software on the Salesforce Platform for small & medium businesses. Our customer-centric cloud-based ERP solutions blur the lines between CRM & ERP enabling richer customer engagements.
Visit http://www.financialforce.com/products/erp/overview/ for cloud ERP solutions for your business.
The document discusses Roonyx, a company that helps clients achieve business goals through developing user-desired apps. Roonyx uses a rigorous R2D Product Growth framework approach focusing on business objectives to ensure the final product solves client needs. They provide full-cycle development services using over 100 business-focused engineers and 11 years of experience partnering with businesses.
Signity Solutions provides Salesforce consulting, app development, integration, and management services. They have a team of certified Salesforce professionals who offer end-to-end solutions including consultation, implementation, development, integration, communities setup, and support. Signity also offers app and custom development, data cleansing and migration, system integration, best practice consultations, reporting, analytics, and Salesforce case management.
Retail, banking, hotels, financial services, insurance, consulting, and agriculture are among the most common business sectors that use CRM. CRM assists various industries in managing their day-to-day operations and improving client attentiveness.
Let’s take a look at the top 20 CRM software that has always been utilized by large corporations to manage their customer relationships. Some of these CRM software companies emphasized two aspects: ease of use and reasonable pricing.
#Software #CRMSoftware #Technology #CustomerRelationshipManagement #Management #CRMcompany #BestManagementSoftware
Fynsis is an official partner of SuiteCRM, an open source CRM. They provide SuiteCRM implementations, integrations, custom application development, and have offices in India, Chile, Singapore and the UK. As a SuiteCRM partner, Fynsis specializes in building enterprise solutions using SuiteCRM for sales automation, customer support, marketing automation, and more. They help companies manage contacts, opportunities, projects, and more through SuiteCRM's various modules.
SuiteCRM Features, Benefits, Fynsis Case study, over 100+ projects. Salesforce automation, marketing automation and support automation. Our key suitecrm plugins such as opencart, payment gateway, asterisk, usps, quickbooks etc.
This document provides an executive summary for Shoubhik Ghosh Choudhury including his contact information, certifications, skills, experience, and achievements. He has over 16 years of experience implementing CRM solutions like Salesforce and SugarCRM. He is a Certified Scrum Master with experience managing agile software development projects. His background includes roles as a Technical Delivery Manager, overseeing application development, enhancements, and project management.
Shivit Technologies Pvt. Ltd. is a custom software development company located in Ghaziabad, India that has been operating since 2010. They provide services such as ERP software, web development, mobile apps, and IT outsourcing to clients globally. The company employs over 20 experienced professionals across roles like programming, project management, and support.
Salesforce Development and Integration Services for Your BusinessSoftheme
A team of certified Salesforce developers, a deep knowledge of modern software development technologies, an in-depth expertise with the Salesforce platform, critical thinking skills, and a careful analysis of clients' business problems - these are only some of the several things that characterize our approach to Salesforce projects. Review this presentation for a deeper look into our SFDC capabilities. For more information, please visit http://www.softheme.com/salesforce.
This document provides an overview of Salesforce, including what it is, why organizations use it, who should use it, certifications, architecture, and how to use it. Salesforce is a cloud-based CRM platform that allows users to build customizable apps, manage customer data and relationships, automate business processes, and access data from any device. It is suitable for organizations of all sizes looking for an easy to use and secure CRM solution. The document outlines Salesforce's architecture and data model, security features, standard and custom app development, and certifications for administrators and developers.
2. About Us
Enzigma is one of the leading business solutions provider since its
inception in 2002. We have been working on various state of art technol-
ogies to implement the business solutions for our clients. Our goal has
always been to serve our clients to grow their business using our unique
solutions. With this goal in mind we have delivered more than 350+
projects for clients across the globe. We have excellent team of business,
technology and quality assurance to help achieve our goal and deliver
high quality solutions consistently year after year.
These days it is even more important than ever to run a well-oiled
business machine that gives you the repetitive and competitive advan-
tage to stay one step ahead of competition. Salesforce.com® allows
organizations to handle all their business applications with a single data
model and it all happens through one user interface. Salesforce.com® is a
proven leader in customer relationship management. It is consistently
ranked top on the chart by industry analysts like Gartner as a
best-in-class solution provider, Salesforce.com® is no doubt a market
leader in the recent era.
Salesforce.com® is a powerful tool for marketing and promotions. We help
design and optimize your sales process to maximize cross selling, up-selling
and deliver effective personalized marketing to your customers. Using
Salesforce.com®, we can have tailor solutions for company’s unique business
needs. Salesforce.com® can build advanced automation functionality or
expand the existing Salesforce.com® CRM solution through powerful
custom application development.
Our Expertise
Clouds:
Salesforce.com®, Amazon, Azure
Platforms:
Force.com, ASP.NET(C#)
Salesforce.com®/ Force.com®:
Apex, VisualForce, Triggers, Workflow,
Communities, AppExchange Listing
Databases:
Microsoft SQL, MySQL
Migrations:
To/From Salesforce, To/Fro
MySQL/SQL Server/QuickBooks
Web Technologies:
HTML5, CSS3, Angular, JQuery
Merchant & Payment:
osCommerce, PayPal, Barclays, Authorize
.NET, FirstData, Stripe.com
Mobile Web Apps:
iOS, Android( HTML5 based web applications)
Tools :
Force.com IDE, Balsamiq, JIRA, Confluence,
Visual Studio
What we Offer?
Why Salesforce.com®?
Salesforce.com® Development
• A highly motivated team of business analysts, architects, development and
quality assurance engineers to deliver a complete solution.
• Highly competitive and cost effective solutions
• Extremely flexible pricing models to serve business of all sizes
• Vast and extensive integration experience with Salesforce.com® and other
custom applications
• Huge experience in onshore-offshore project management methodologies.
• Unique Product development experience in Salesforce.com® marketplace
AppExchange.
• Vast variety of domain implementation experience like Non Profits, Grant
Management, Hospitality, Non Profits Project Management, Fitness,
E-Commerce, Pathology.
3. What we do?
• Salesforce.com® Development
• Salesforce.com® Integration
• Salesforce.com® Implementation
• Salesforce.com® Data Migration
• Salesforce.com® Communities
• Business Workflow Automation
• Third Party Applications
• Custom Development using
.Net technology
• Responsive UI using HTML5, CSS3, and
JavaScript Libraries
Salesforce.com® Integration
Software has a tremendous impact on business productivity. Unfortunately, a
single application rarely provides visibility into all the data you need to
support business decisions, no matter how sophisticated the application may
be. With Salesforce.com® integration, you can cut waste and drive efficiency
and reduce the costs marginally. We can have integration of the HR, account-
ing, financial control, point-of-sale, e-commerce, marketing and document
management using Salesforce.com®.
Salesforce.com® Implementation
Cloud technologies require an in-depth analysis of your current business
situation and your future vision. SaaS is redefining the way business issues
can be addressed and helping our clients throughout the product lifecycle.
Salesforce.com® ensures high quality cloud implementations which are
timely and budget friendly. Implementation is equally as important as
development.
Salesforce.com® Data Migration
You may be using other systems today already, and moving to Sales-
force.com® can seem a difficult task. Data migration is important, making it
essential for businesses to have the proper tools to do so. When moving from
one CRM system to another, it is critical that all your data migrates without
any hiccups. With various departments within your business (e.g. HR, sales,
marketing, accounting, finance), providing everyone access to up-to-date
information makes it all the more vital to ensure that during your data
migration, everything stays intact.
Third Party Applications
Third party applications found within AppExchange will extend your success
in the cloud. Salesforce.com® AppExchange has many solutions for your
business, which generally works out of box. Some applications may require
extensive configuration to get it to work as per your needs.
In most cases it will be less expensive taking advantage of an existing
application instead of building your own from scratch.
Business Workflow Automation
Salesforce.com® Workflow provides a simple point-and-click interface to
automate business processes. You can create automatic email alerts for deals
over a certain size, auto-assign tasks as a deal moves through the different
stages, and more. Complex sales processes can be automated with
drag-and-drop actions in Visual Workflow along with custom development.
Create workflows that guide sales agents through qualification conversa-
tions, intelligently recommend next steps on a deal, or automate manual
tasks like filling out orders or putting together complex proposals.
4. Background:
The American Red Cross, also known as the American National Red Cross
is one of the largest humanitarian organization in the world that provides
emergency assistance, disaster relief, disaster recovery and education
inside the United States and to other countries with the help of the local
bodies known as National Societies of Red Cross.
American Red Cross is one of the leading and one of the largest nonprofit
organization in USA and well recognized across the globe.
We are working with them since January, 2013.
Verticals:Disaster Management, Humanitarian Aid
Domain: Project Management
Client Requirements:
American Red Cross responds to an international request for disaster
assistance, usually in the form of an IFRC or ICRC appeal or bilateral
national society request. Higher management from ARC team makes
respective decision on each request. For this, they follow the Approval
Process flow. They were mainly looking for -
Value Add
• Ground breaking solution in the Non-
Profit Project Management Space
• Mission critical and Long Term
Project Management Activities
became 10 times more efficient
• Transparent and Speedy Project
Approval Process
• High visibility of hundreds of
projects all over globe in terms of
progress, resources, funds etc.
• State of art dashboards for
overall project status
American Red Cross
• Track and analyze various indicators to monitor and evaluate Projects
in hand, which might be widely spread across the globe
• Track and respond to appeals by IFRC (International
Federation of Red Cross)
• Automated Approval Process flow by generating task for person
responsible and their supervisor; and chase them to complete the
tasks in time
• Easy way to respond for the person who is responsible to take
actions for that particular task
• Single page representation of the complete project information and
the actions taken behind it through interactive Gantt Charts, without
having to install any tool on local machines
• Support tools to create and maintain Log Frames to plan and monitor
Development Projects
Solution by Enzigma:
As per the client requirements, we came up with a customized solution
based on Salesforce.com® so that they can easily scale as required and
also could deliver first beta release of the project within 5 months of the
commencement of the project.
5. Technologies used:
• Salesforce.com® CRM
• Apex, Visualforce
• HTML5, CSS3
• JQuery, AngularJS, Javascript
Tools:
• Force.com IDE
• Apex Data loader
• Balsamiq
• JIRA
• Confluence
3rd Party Integration:
• Geographic Information Systems (GIS API)
• Sencha
• Bryntum Gantt Chart
Other than Salesforce.com® solution, we also provided integration
with other 3rd party tools to save their time and costs in the long run.
Project Salient Features:
• Highly Configurable Automated Approval process which adapts team
and type of project, also allows to delegate authority to other users
either temporarily or permanently
• Web based Gantt Tool to plan, execute and monitor the Project
• Log frame editor and viewer to plan Goals, Objectives, Outcomes,
Outputs of the development projects
• Task Inbox, for each user to focus on tasks which are overdue or due soon
• Indicator tracking entry and viewer, to enter granular data like people
reached, resources distributed, etc. by per location, and then summarize
in easy to read format in Indicator Tracking Table. American Red Cross
management can use such reports to get overview of all projects at once.
And provide the same to Donor for their respective Projects which they
have funded.
• Detailed Quarterly Report generation which also includes activity chart,
Indicator Tracking Table, Resources utilized and pictures from actual site
• Various Dashboards and Reports to get overview of entire Organization
Projects and also to get details of any individual Project
6. NPower TCC
Background:
NPower mobilizes the tech community to provide individuals,
nonprofits and schools the access and opportunity to build tech
skills and achieve their potential goals.
The Community Corps is a portal for nonprofit organizations who
needs Corporate Volunteers to get their IT related projects done.
TCC is a self-registration portal that allows Corporate Volunteers to
specify their skills, location and time preferences, so that nonprofit
organizations can choose the best match for their Projects.
The system also provides automatic match making between
Volunteers and Projects posted by Nonprofits, so better match
making is possible in a timely manner. This portal also allows both
parties to provide feedback and to log the hours that is spent behind
working on the particular project. This helps in reporting for
Corporations to track their Volunteers activity and Nonprofits to
track their project’s status and responses.
We are working with them since 2008.
Vertical: IT-Nonprofits
Domain:Volunteer Management
Client Requirements:
• Allow volunteers to get registered easily and find projects
which suits their domain expertise
• Allow nonprofits to get registered and verified by authorities
and allow them to post projects easily and quickly
• Allow corporations to track activities of their volunteers to
calculate Corporate Social Value
• Allow partners to track activities of volunteers as well as
nonprofits which are registered through their reference
Solution by Enzigma:
We have prepared an application where TCC can invite nonprofit
organizations and schools to get registered to the portal and post
their IT related projects to find appropriate volunteers to work with.
On the other side TCC also invites volunteers like corporate
employees or university students to get registered and start helping
out nonprofits.
• Once registered, nonprofits can post their IT related projects by
choosing appropriate templates from the list. They can add-up
any other project specific requirements, so volunteers can
understand it properly.
• After registration, volunteers can specify their location, their
availability, nonprofit type preferences and skills to start
searching projects of their choice.
• TCC’s automated match suggestion algorithm periodically runs
and create match suggestions for volunteers and projects
Value Add
• Enzigma is one of the first to
implement the complex
volunteer matching algorithm on
Salesforce.com®
• Very user friendly and
responsive UI without any UI
designer thus saving huge cost
for clients
• A very unique solution
collaborating Volunteers, Non-
Profits, Corporations and Partners
• The solution now gives the Non-
Profits free access to more than
3000 technical volunteers
7. posted by nonprofits. These suggestions takes into account the project
and volunteer skills and preferences.
• These suggestions are visible on volunteer portal volunteer’s dashboard.
Volunteers can either express or reject interest in the suggestion.
• If a volunteer express interests in any particular project, then that project’s
in-charge i.e. nonprofit team is being notified about the same.
• Nonprofit team has ability/rights to either accept or reject that
Volunteer’s interest.
• If nonprofit team accepts the interest, then that becomes a mutual match
between both the parties. They both can then communicate with
each other directly.
• Volunteers and nonprofits can also log hours in a way similar to timesheets,
so that they can have a record of their time spent on the project.
• Either of both can close the project after completion. Both can submit their
feedback about their experience with the TCC’s system.
• The system also keeps a periodic check in the middle of project
development phase asking both the parties to provide their feedback
on how things are moving on.
TCC also provides portals for corporations and partners. Corporations
are those bodies which allow their employees to act as a volunteer and help
out nonprofits. Partners are sponsors of TCC which provides funding’s.
• The Corporation portal provides reports for corporations to keep track
of their volunteer activities. They can see the hours spent by their
volunteer’s and its actual social value in currency.
• The Partner portal provides reports for partners to keep track of
volunteers and nonprofits that get registered through their reference.
They can see the hours spent by volunteers and its actual social value
and projects posted nonprofits and their progress.
Project Key Features:
• Automated project suggestions for volunteers
• Easy-to-use project posting wizards
• Responsive UI for registration and profiles for Volunteers and Nonprofits
to provide platform independent access to system
• Follow up reminders for Nonprofits and volunteers for suggestions
created and projects posted
Value Add
Technologies used:
• Salesforce.com® CRM
• Salesforce.com® Sites
• Apex, Visualforce
• HTML5, CSS3
• JQuery, AngularJS, Javascript
Tools:
• Force.com IDE
• Code editors
• Balsamiq
• JIRA
• Confluence
• Bit Bucket
• Source Tree
3rd Party Integration:
• LinkedIn: Use of API to access
information of already registered
LinkedIn users to allow them to
get registered quickly with
prefetched information
• IRS Database
• Google Calendar
8. Round Corner Foundation Connect
Value Add
• One of the very first cutting
edge Grant management
solution on Salesforce.com®
platform
• The product is being used by
hundreds of clients for more
than 7 years
• The ease of use has made a
huge impact on grant approvals
• One of the best in the Industry
in terms of customization and
setup time
• Due to its great value the
Foundation Connect was
acquired by roundCorner in
2014 earlier owned by NPower
Background:
FoundationConnect is a 100% online database solution that helps
streamline the grant making life cycle. foundationConnect provides
all the tools needed to manage philanthropic giving, scholarship
programs & similar application-based processes. Built on the
leading CRM platform, foundationConnect can grow and adapt to a
foundation’s evolving needs.
In a 2013 national study of online grant making systems,
foundationConnect was recognized for offering excellent capabilities
in ease of use, customizable solutions, budgeting, reporting, training
and support.
We are working with them since 2007-2008.
Vertical:Nonprofits - Grants
Domain: Grant Management
Client Requirements:
• Customized UI (Dashboard, External CSS, instructions text,
enable or disable functionalities)
• To automate the registration process
• The uploaded documents should scan for the viruses and
which should be in customized format
• To have data verification with IRS integration
• To design automated Funds Grant Management System for NGOs
Solution by Enzigma:
Enzigma partnered with RoundCorner and came up with following solution:
• User friendly single page interface to get registered to the portal
• Designed registration process by using GuideStar integration
for user simplicity
• Used Symantec Scan Engine for Virus scanning process,
which can be customized in which user can enable or disable
as per their requirements
• Designed automated Funds Grant Management System for
NGOs into 3 modules that are Grantee, Reviewer and
Recommender which deals with all the accounting activities
10. DNAFit
Background:
DNAFit offers simple DNA swab tests for health, fitness and diet. It
helps to identify individual's genetic predisposition for sporting or
fitness profile, ideal diet and personal nutrition needs based entirely
on genetics. The DNAFit analysis reports allows you to optimize
your training time, maximizing your time spent in the gym or
exercising, and achieve your best possible results. Please see the
individual product pages for further information.
Each person has a different body type. A certain set of exercise
which suits one person may not suit another. DNAFit makes that
possible. It analyses the DNA results of a particular individual and
based on parameters gives the report on which exercise best suits
an individual along with the diet recommendations
We are working with them since 2013.
Vertical:Health and Fitness
Domain:Diet and Gym Plan
Client Requirements:
• Automated Health reports on customer’s DNA genes
• Sale DNAFit products with automated payment system
• Maintain all the data in Salesforce.com®
• Maintain Health Clubs and Gyms along with their Trainer
information and product and provide a different login
• Maintain different portal dashboard according to the customer
language and products subscribed
• Report generation based on DNA gene results
Solution by Enzigma:
Enzigma partnered with DNAFit and came up with following
solution:
• Created a multilingual portal which maintains customers with
their profile and DNA gene results/reports.
• Created portal which is based on the parameters which
generates the reports based on DNA genes with the exercise
and diet recommendations to the user in different languages
(English and Dutch).
• Provided feature to purchase the DNAFit and 23andMe
Products with Stripe payment system and Salesforce
integration.
• Created related web services (API) to integrate with old
DNAFit system
Value Add
• The solution is worlds one of
the first and a future in the
health and fitness world
• Within just few clicks
generates the personalized
gym and diet plan as per the
gene type
• Highly configurable options
make managing hundreds of
products in online store
extremely easy
• User field UI and UX on E-
Commerce has a huge impact
on the company revenue
11. Technologies used:
• Salesforce.com® CRM
• ASP .NET MVC 4
• HTML5, CSS3
• JQuery, AngularJS
Tools:
• Visual Studio
• Force.com IDE
• Balsamiq
• SQL Management studio
• JIRA
• Confluence
3rd Party Integration:
• Stripe
• 23andMe
• Azure Storage
Project Key Features:
• DNAFit tests are not designed to be used for general health or
medical purposes, they are strictly focused on the role our
genes play for our sporting or diet profile
• Full and clear information must be made available for the
customer to understand the test including its accuracy and
limitations
• There must be clarity on privacy and use of customer’s DNA
• Risk assessments must use accepted methods and be
transparent
12. Ocean Canyon Properties
Background:
Ocean Canyon Properties (OCP) is a system of privately owned
membership resorts.
OCP had requirement of a solution which would achieve cost
effectiveness in data storage and reservation system. FTP
Attachments provided these services along with secured access to data.
Our highly skilled professional services team also implemented the
solutions for their RV and Resort bookings.
We are working with them since 2009.
Vertical:Hospitality
Domain:Reservation
Client Requirements:
• Centralized reservation system for multiple resorts and RV
campgrounds across US
• Easy drag and book facility for the reservation agent on the
calendar interface
• Execution of several complex business automation rules during
the reservation process
• Reporting engine to generate several complex reports
• Customer portal integration with Salesforce.com
• Point of Sale feature
• Invoice, payment and receipt automation
Solution by Enzigma:
Enzigma partnered with OCP and came up with following solutions:
• Reservation system has been built with and intent of providing
ease and hassle free reservations for member with pleasant UI and UX
• Allowing agents to make reservation from anywhere in the world
• Automated various complex business aspects like Invoice,
Taxes, Payments and many more
• Implemented the reservation system that is totally native on
Salesforce.com®
• Integrated their portal for the members with Salesforce
Value Add
• Moved the very complex reservation
system from outdated desktop based to
Salesforce.com based without cutting
down on performance
• Saved long hours of manually sending
the reservation data from one location
to another
• Saved huge amount of time on maintaining
the resort data like rates, service down
time etc.
• State of the art reports and dashboards
to track reservations, revenue, invoices,
payments and other data
• State of art drag and book feature on
calendar grid for making reservations
13. Technologies used:
• Salesforce.com® CRM
• Apex, Visualforce
• C# and ASP .NET
• HTML5, CSS3
• JQuery, AngularJS
Tools:
• Visual Studio
• Force.com IDE
• Balsamiq
• JIRA
3rd Party Integration:
• PHP Portal
Project Key Features:
• Centralized reservation system for resorts and camp grounds
• Advanced UI and UX has very high user adaptability
• Easy drag and book option on calendar grid
• Invoice, Tax, Payments everything is managed in a single system
• Point of sale with bar code reader option
• Reporting engine to generate complex business reports
14. Trimega Labs
Value Add
• Advanced pathology solution saved
client hundreds of hours each year
• High visibility on latest status of any
drug test from collection to
report generation
• iOS integration improved the
turnaround time for testing by 20%
• User friendly UI and reliability
of complex reports improved
the user adaptability
Background:
Trimega Laboratories was a leading provider of Drug and Alcohol
testing, and helped many families through their tests.
Drug and alcohol misuse can be detected by analyzing results from
hair and blood samples, whilst our DNA testing services are
conducted by analyzing a buccal cell sample. Their services
included: sample collections (ensuring chain of custody), quality
assurance, and the interpretation of results in the form of an easy to
read report.
They provide expert advice and support in all aspects of drug,
alcohol and DNA testing to include expert witness reports and
testimony.
The company is proud to have a close working relationship with the
UK Nursing and Midwifery Council and its German partner performs
numerous tests for driver license agencies.
We are working with them since 2008.
Vertical: Health Care
Domain:Drug and Alcohol Pathology tests
Client Requirements:
• Secure Portal, to get Quote, monitor status of Test Results, Invoices,
View Past reports
• Automation of report delivery
• Importing test results from HL7, csv files in to salesforce
• Schedule appointment using google Calendar & Salesforce integration
• Sample Collection management Application in IOS, integrated
with Salesforce and Google Calendar
• Invoicing, Invoice Splitting and Balance due chasing
• High quality printable Reports, generated automatically
Solution by Enzigma:
Enzigma teamed up with Trimega in 2008 to build and automate the
entire drug and alcohol testing process. Our team worked as a
R&D unit for Trimega and came up with following solution
The system included two components: Base system which was
Salesforce native and another one was Portal which was developed
using ASP .NET C#, and worked from Salesforce as a database.
• With developed automated process, their users could create
request for quote form secure portal, and receive the same via
email, fax or online.
15. Technologies used:
• Salesforce.com® CRM
• ASP .NET MVC 4
• HTML5, CSS3
• JQuery, AngularJS
Tools:
• Visual Studio
• Force.com IDE
• Balsamiq
• SQL Management studio
• JIRA
• Confluence
3rd Party Integration:
• Stripe
• 23andMe
• Azure Storage
• Trimega agents could split invoices (invoice can be split between
different contacts proportionally automatically).
• Automatic reminders to contact, if their invoice is overdue.
• RFQ wizard to generate quotation on the fly with complex pricing
and support for many drugs and options of alcohol testing, with
minimal efforts (prior to automation it took 30 minutes to generate
quote, and after implementation customer could get quote by themselves
in couple of minutes)
• Ability to receive quotes by fax, email or online portal
• Customers could view live status of their tests, results of past
tests and history of invoices and their balance due through the
secure portal.
• Integrated solution using Salesforce, Google Calendar and iOS
to give ability to the schedule appointments of nurses spread
across UK, and follow up and update sample collections
through their iPhones.
• Various importers were introduced to read a specific format of
file provided by the Lab, retrieving the test result data from the
file and uploading the same to in to salesforce. Thus integrating
various labs to the system to automatically generate reports.
• Sample Collection using iOS application to upload patient
pictures in salesforce as an attachment to the Customer record,
which was used later to generate automated reports. This app
allowed nurses to collect samples on the fly without ever having
to visit the office.
Project Key Features:
• Drug and Alcohol misuse testing through hair/blood analysis.
• DNA testing services.
• It helps to court for as an evidence
• It provide expert advice and support in all aspects of drug and
alcohol testing to include expert witness reports and testimony
• Sample Collection from home, based on scheduled time using
iOS application