Salesforce Migration with Centralized Custom CRM Implementation
Overview
EuroeX is a Netherlands-based company that offers complete consulting and training services to the industrial sector for clients to achieve effective growth regardless of their size. Contributing to increasing revenue growth and improving efficiency, they are the best-in-class providers of managing and maintaining data services globally. Their services include consulting and training services such as Documentation, Training & implementation of QMS ISO 9001, HACCP, OHSA 18001, BRC, ISO 22000, and ISO 14001. EuroeX enables their customers to automate their manual sales processes and helps them in pacing up the process along with efficiency and effectiveness.
Technical Stack
Industry
Information Technology
Region
Netherlands
Project Size
Non-Disclosable
Highlights
Streamlined Large amounts of Sales data
Optimized account creation with CRM
Attractive Reports & Dashboards to analyze Goals
Hierarchy-based workflow approval
Challenges & Solutions
Data Integrity while migrating it in a limited environment of Salesforce.
- Solution: Modified data loads and adjusted millions of records even when Salesforce Out-of-the-box was limited to 10k records.
Maintaining the bifurcated records of the Sales of Individual Hospitals and the Sales Representatives
- Solution: Created an async batchable framework with a queueable interface. Made 10k modifications simultaneously.
Managing data when in case a Sales Representative leaves the organization.
- Solution: Developed and Migrated data (creating managed packages and installing them in different environments) for their application. Also, presented a feature where three levels of Sales Representatives can Access Records
Maintaining the region-wise rising demand for products and accordingly planning the product cycles.
- Solution: Created customized reports with custom filters to have a picture of the system on any given day.
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Years of Business
Experience
Happy
Customers
Countries with
Happy Customers
Agile enabled
employees
Core Features
- Custom reports to analyze and plan Monthly, Quarterly, and Annual targets
- Loading massive data into Salesforce
- Custom dashboard for Managers to track the team's progress
- Automated Records
- Hierarchy based access
No. of Resources
01
Time Frame
May 2022 - November 2022
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