Girikon successfully configured, enhanced and implemented Salesforce Sales Cloud for its client.
Salesforce Community Cloud – Force.com
Project – Customer & Partner Community
Industry – Social Platform
Client – Mid-size start-up with large user base expectations
Key highlights and features
Interactive social platform to connect individuals and businesses through reward-based interactions.
Partners use the social platform to exhibit their diverse types of product & coupons, customers are able to make purchase through point based reward system.
The application was built using lightening components with custom UI theme, that was provided by the customer
Salesforce chatter API has been used for social feeds, blogs, interactive forums and ad management.
The portal supports different roles for the Partners & their staff members.
A wallet system has been developed for both, the customers & the partners.
Girikon successfully configured, enhanced and implemented Salesforce Sales Cloud for its client.
Salesforce Sales Cloud – Force.com
Project – Sales & Ops Process Automation
Industry – AV & Lighting Services
Client – Mid-sized AV & Lighting advocate & partner in ministry, education and business, USA (50+ SF Users)
Key highlights and features
End-to-end automation of all the business processes on the Salesforce Platform including Sales, Engineering & Operations
Sales Processes – Work Agreement, Project Scope Definition, Sales Quotation
Engineering Processes – Sales-Engineering Kick Off, Engineering
Operations – Procurement, Engineering-Operations Kick Off, Operations
Invoicing, Closure & After-Sales – Job Costing, Post Closeout Meeting, Delivery Receipt, Contact List, Incident Report, CoSC
Industry evolution overview
Large Multinational with 14 offices across 10 countries and 1500+ employees leading developer of custom-engineered and application-specific products and solutions utilizing the latest technologies, needed to automate its Quote processes on the Salesforce platform. The existing quote process was managed using Excel Sheets, which was found to be labor intensive and prone to errors due to the lack of standardization.
Industry
Manufacturing
Products
Salesforce Sales cloud • Salesforce CPQ
Girikon process automation solution
Girikon discovered through a series of workshop with the client that there was a heavy reliance on Excel sheets. For the client Excel provided the flexibility required to deal with the large number of products, discount, price logic and ability to copy line items as required. The existing practices lacked standardization is an un- reliable process and was error prone.
Girikon found that business required the existing flexibility with a common system to ensure consistency of data and process.
Girikon performed analysis on the various integrations with the view of making effective changes to maximize the client’s investment.
Girikon team of Salesforce Consultants designed and developed a customized Salesforce CPQ to enable the flexibility and ensure the business adopted to the new Quotation process.
Girikon’s management of the product and cost data each with individual identification had to manage the data to ensure business continuity and adoption of the users.
Key Highlights and Features
Automation of the complex Quoting processes on the Salesforce platform, previously managed with using Excel spreadsheets which was found to be cumbersome.
Cost calculation logic from multiple excel sheets were merged into one view in Salesforce. Price rules, Product rules, Discount Schedule and Calculator API were also used.
Custom solution to maintain cost summary with multiple future inflations in one screen designed.
Healthcare Staffing Scenario
The Client, a large USA-based Healthcare Staffing firm with 800+ Salesforce users, was looking to strengthen its staffing business by replacing a generic, one-size-fits-all cloud-based application — bloated with redundant features — with a custom-fitted, highly automated Salesforce CRM ecosystem tailored precisely to their operational workflows.
The Challenge
The sheer enormity of the existing application — driven by several redundant, unused features — was failing to meet user experience expectations. End users demanded more automated ways of achieving business goals, but complex multi-screen navigation was actively lowering adoption rates and negatively impacting revenue. Compounding this, the organisation had several critical domain-specific integrations that needed to be rationalised and modernised to support efficient operations at scale.
The Girikon Team Solution
Girikon’s Salesforce Consultants conducted a series of structured discovery workshops to document the “as-is” business processes, identify redundant features, and isolate the must-have, frequently-used feature set. This foundation informed the design of a much simpler, easy-to-use, and highly automated Sales Cloud-based solution covering staffing orders, pay negotiations, order closures, and financial accounting.
Complex third-party integrations were architected and delivered across multiple fronts — including automated order entries from multiple websites via GetFyre, tax and per-diem benefit calculations (GSA & Paymycheck.info), customised Web-to-Lead conversions, and accounting and taxation feeds via QuickBooks. Automated professional document creation using SDocs, combined with DocuSign for e-signatures, streamlined credentialing and hospital submissions. Runtime bulk notifications and complex State-based minimum wage and burden compliance calculations were also implemented.
Intuitive public portals were built using Community Cloud Lightning to create a staff-facing interface that eliminated paper-based forms and reduced administrative overhead. Automated resume parsing for qualifications, domain skills, and work history further accelerated the recruitment cycle.
Sustainable Long-Term Results
The solution helped our client achieve:
Better adoption rates & seamless integrations across all connected platforms
Efficient workflows with faster order closures and reduced manual intervention
Better candidate profiling and super-quick submissions to hospitals
Automated paycheck calculations including per diem meal, lodging, and tax compliance
Integrated, far-reaching marketing campaigns via Pardot to attract more clinicians
Enhanced business performance with reduced recurring monthly licensing costs of the legacy system
A scalable platform architecture that supports future growth and ongoing enhancements
Team Size: 15
Project Status: Delivered, Ongoing Enhancement
Duration to Go-Live: 4 Months
Number of Users: 800+
Products Used
Sales Cloud
Community Cloud Lightning
Pardot
Integrations: QuickBooks, DocuSign, GetFyre, SDocs, GSA & Paymycheck.info
Background
Large manufacturing organisation (1000+ Salesforce users) has a requirement to automate sales opportunities, revenue forecasts and planning using the Salesforce platform with the objective to transform their current process from spreadsheet input to Sales cloud.
Industry
• Manufacturing (Tyre)
Products
• Salesforce Sales Cloud – Force.com
The Girikon Team Solution Approach
Girikon’s team of Salesforce Consultants lead the implementation of the significant process improvement project working patiently with stakeholders to reach agreements and outcomes.
The plan included a carefully executed change management plan with the objective to ensure buy-in to the Salesforce platform and ensuring that the client’s team were onboard throughout the journey.
The Implementation plan included the following:
Extensive training schedule
Early visibility of data with the newly developed forecast modules
Working collaboratively with the team to understand requirements and “as is” processes and Designing/developing a solution well suited the client’s needs
Key Highlights and Features
Custom solution for IHS (automobile industry forecast data provider) data upload
Long- and short-range forecasting based on the overall market projections
Revenue and margin calculations for opportunities based on Build, Take Ratio and Sales Price
Complex Reports and Dashboards for senior management
Mark Luethe, North America Sales Manager ITW Global Tyre Repair provided the following testimonial:
“Girikon has been able to take Salesforce and customize it to meet our needs. I would recommend them for future projects!”
Project Background Insight
Girikon’s Team of Salesforce Consultants lead the implementation of the significant process improvement project working patiently with stakeholders to reach agreements and outcomes.
Salesforce Sales Cloud – Force.com
Project – Sales & Manufacturing Forecasting
Industry – Manufacturing (Tyre)
Client – Large Multinational
Key Highlights and Features
Custom solution for IHS (automobile industry forecast data provider) data upload
Long range & short range forecasting based on the overall market projections
Revenue & Margin calculations for opportunities based on Build, Take Ratio and Sales Price
Complex Reports & Dashboards for senior management
Background
Girikon’s team of Salesforce Consultants conducted a series of discovery workshops to understand the current application, as is business processes and recommended a series of changes including the a list of redundant features not meeting user expectations.
Salesforce Sales Cloud – Force.com
Project – Custom Solution for Healthcare Staffing Management
Industry – Healthcare Staffing
Client – Large Healthcare Staffing Firm in USA (800+ SF users)
Key Highlights and Features
Extremely tailor-fit solution, automated & data intensive solution for simplified recruitment process [GetFyre integration]
Complex Integrations and Calculation intensive business Logic, Runtime backend bulk notifications
Automated, complex, document creation using SDocs for very professional presentation to Hospitals. Docusign & Quickbooks Integration
Automated paycheck calculations (including Per diem Meal, Lodging & Tax) for Orders. Complex State based burdens/Min Wage rule compliance and calculations [GSA & Paymycheck.info integrations]
Automated Resume Parsing for Qualifications, Domain skills, Work History details etc. [Rchilly Integration]
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