Unified Salesforce CRM

The main aim of this project to consolidate 16 CRM systems across Client US/ANZ (GPM, CAN, GSS) onto a single, unified Salesforce instance. Below are the main objectives of this project:

• predictable and accurate forecasts, in real time at any time 
• 360-degree customer views available anywhere, on any device 
• a scalable technology platform supporting sustainable growth and innovation

Implement the Salesforce CPQ for Client finance system

Scottish Water Business Stream Salesforce Implementation

This project is about to implement Salesforce application for one of the largest Water management company “Scottish Water Business Stream Ltd” in UK. This project includes Salesforce cloud, Service cloud and Integrations to different external application like, HiAffinity, ODIGO CTI tool, Loqate etc.

Knowledge Base Implementation

This project is about Implementation of Salesforce knowledge database for Tyco Electronics, so that members of the Channel Business Unit can start organizing knowledge that is scattered across various cases, mails, outlook folders etc. Creation of knowledgebase in Salesforce along with possible aggregation of knowledge database available in other external sources will provide a unique feature to Channel members where they can search for any information that is required to help customers.

Application Tooling & Sensors

This project is about to provide a capability to grow the business by allowing lead routing to be more accurate and fast to the correct sales person resulting in higher potential for conversion to opportunities. It will provide a productivity boost by eliminating the manual effort required to route and track leads reception and assignment. This will result in a reduced turnaround time for responses to the customer driving higher potential customer satisfaction

ICANN CZDS

CZDS is a web tool provided by ICANN, as a common platform for Registries and End User to interact and request for raising the zone file access requests. End users can request a zone file data access against a registered domain. CZDS provides access to zone data through key management process. CZDS maintain Registry and their domains.  E.g.: VeriSign is a Registry who owns .com domain, as well as the IP addresses with which those names are associated

PruForce – Prudential Retirement Services

PruForce will run on the traditional Salesforce.com platform, it will be specifically formatted to reflect client business model. Release 1 of Prudential Retirement’s CRM initiative implementation will focus on core sales and mobile capabilities; although there are a host of additional capabilities will be deployed over time. PruForce will replace Onyx as the primary relationship management application for Prudential Retirement.

Although PruForce will play a fundamental role in bringing together Prudential people, processes, and technology, it is important to remember that the CRM initiative is much larger than a new tool or software system. It’s a dedicated commitment to aligning our organization’s capabilities to deliver one Prudential Retirement experience.

LINK2GI - Prudential Group Insurance

Primary objective of LINK2GI project is to provide a single application to be used within Group Insurance for all aspects of Sales and Account Management tracking and management reporting for up market clients.

Today sales information lives in various applications and lotus notes databases. LINK2GI project aims to link SAM, UW, Proposal & Marketing functions by consolidating sales pipeline, win/loss, book of business, broker activity, call logging and campaign information. This will enable effective Sales processes as all the information is available under one roof and build targeted, effective marketing campaigns based on consolidated sales data.

All the up market proposal and RFP processes will be initiated from Sales Force.com (SFDC) and submitted to SPARC. All the associated documents, attachments and email information will be stored in Content Management system and accessed via SFDC.

Daikin

Daikin is well known Air-conditioning Equipment supplying company. It has regional HQ in Dubai, UAE and supplies equipment’s to various construction project and also has big Channel network.

We are proposed to customize Salesforce.com Opportunity management, Pricebook Management, Quote Management and Sales forecasting utility for Daikin and to train the Daikin end users to ensure proper adoption of the system.

The Total Office

The Total Office is Leader of Innovative Office products and Interior Solutions Company HQ in Dubai UAE. The Total Office with its humble beginning 15 years ago, evolved itself into a trendsetter and leading name in its class.

The Total office wants to streamline its sales process and in this regard my company had discussions of Salesforce.com to The Total office and have analyzed the standard and customized requirements for their Sales Process.

Marketing and Sales Automation system

Marketing and sales automation system is built on Salesforce for professional edition licenses. The marketing automation in project revolves around capturing the campaign and leads information and generating reports out of those objects. Sales automation for the client deals with capturing the list of opportunities for accounts, managing the sales persons daily activities using Meeting Manager object to track the sales people activities and to track various opportunities fetched by various sales persons.

Visualforce pages, Triggers Workflows Rules, Approval Process validation rules, used to attain the project requirements.

Dealflow management system

Project deals with the deals management and recording the various projections for a company/organization. The Deal-flow module allows for the creation, tracking and management of deals, including the ability to customize workflow solutions for each of your asset management requirements. 

The Front Invest Deal-flow module is adapted to each Alternative asset class, allowing investors to manage one or many of the target investments.

 All the related Account information like company projections, contacts, notes should be maintained at a single place and interactive dashboard should be presented to users to view the deals by setting required filters.