Girikon’s team of Salesforce Consultants lead the implementation of the large complex project which included the requirements such as, accommodation of multiple global locations, multiple technologies in use as part of business process, the need for a scalable solution to accommodate future acquisitions and further global expansion and a large group of stakeholders across the organisation.
Salesforce Sales Cloud – Force.com
Project – Salesforce Implementation
Industry – Event Management
Client – Large Multinational (1000+ SF users)
Key Highlights and Features
Different client locations using disparate technologies to manage their pre-and post-sales process of booths, sponsorship, Delegate & Vendor management
A global scalable CRM solution was built for consolidation of work-processes, creation of synergies across office locations, manage future acquisitions and effective product management
The solution involved automation of Sales, operations, quoting & Invoicing processes across all locations
Integrations – SAP via Mulesoft, Docu sign
Case Study Background
The Client, a USA based tire repair firm, was looking to automate its sales, revenue forecasting and planning processes on the Salesforce platform with the goal of automating their completely processes, presently managed with difficulty using Excel.
Case Study Workflow Challenge
The challenging part was around getting the team on board the Salesforce platform and ingrain the belief that it could be scaled up to meet all their business needs
Extensive Consultancy and training sessions brought results
Building a custom forecast module was another critical part of the project as the team managed for long term & short term planning
Case Study Solution Overview
Girikon consultants worked very collaboratively with the client team, digging deeply to understand nuances of the as-Is processes.
Once that was done, our team was able to design, develop and implement a tailor-made solution incorporating:
Automated Monthly IHS Data Imports
Automated Revenue Calculations using take ratio for each vehicle category
Custom Forecasting for Long Range Plans (LRP) & Annual Plans (AP)
Custom Reporting to show deviations between forecast and actual revenue
The Results
The solution helped our client:
Automate their Long Range and Annual Planning processes
Process improvement and freedom from manual IHS data entry
Ease of business through automated revenue calculation and customized reports
Availability of historical data for reporting on business growth
Overview and Background
The Client, is a leading developer of custom-engineered and application-specific products and solutions utilizing the latest technologies. It was looking to automate its Quote processes on the Salesforce platform. This is presently managed using Excel Sheets, which is labour intensive and also prone to errors due to less standardization.
Core Business Challenges
The Methode team uses Excel sheet to prepare Quotes for their different products and are very used to the flexibility it provides them to copy line items, put custom cell level formulae’s etc., though it is error prone and lacks standardization.
Thus the biggest challenge for the project was not only to configure CPQ per the business need, but to also customize CPQ such that it enables a mind set change which helps them to adapt to a system driven Quotation process using Salesforce CPQ.
In as-is process there were multiple sheets in which cost data was managed. Salesforce CPQ had to be setup so that it not only supports all the existing functionality in the excel sheet but also reduces errors during quotation by standardizing processes.
Each product has a different header so to maintain different headers for different products was a challenging part.
Girikon – CPQ Success Case Study
Girikon consultants worked very collaboratively with the client team, digging deeply to understand nuances of the as-is Salesforce consultant processes.
Once that was done, our team was able to design, develop and implement a tailor-made solution incorporating:
It was strenuous to analyse and merging all the sheets data together and showing it in one view in Salesforce. Price rule, Product rule and Calculator API were used to achieve this goal.
Discount Schedule, Price Rule and Calculator API were used to achieve the Range and Lot price goal.
Custom solution for the user to maintain the cost summary with multiple future inflations in one screen.
With the help of Salesforce field sets the task of maintaining the headers was achieved.
Girikon CPQ Success Results
The solution helped our client:
Automate their Lot Range and Cost Planning processes
Process improvement and freedom from manual data entry
Ease of business through automated Cost Summary Calculations.
Availability of historical data for reporting on business growth
Standardization of the product setup and Quotation process
Background Information Insights
A large multinational organisation operating in electronics industry including 4500+ employees across the globe identified the need to automate its global Human Resources Management practices and processes. The firm’s management decided to use its software of choice Salesforce Community Cloud after an extensive selection process. The organisation was also looking to engage a partner with extensive experience and certification to implement, further develop and configure the solution.
The organisation specific requirements included the following:
Need for world class branding – Global showcase exposure
Management of stakeholders across multiple business units across multiple global locations
Specific content for regional offices managed centrally and a common Salesforce Platform.
Industry
• Manufacturing
Products
• Salesforce – Community Cloud
Girikon Cloud Implementation Guide
Girikon’s Salesforce consultants worked collaboratively with the client’s project team, to understand requirements and as is processes of all locations. These requirements focussed on style, UI design, branding and organization preferences.
Girikon’s project team developed a statement of work explicitly detailing the style, design and brandings aspect. The Girikon team designed, developed and implemented a customized HR portal with built in flexibility for content management for regional offices across the globe and managed from a centralized location.
The HR portal included HR benefits, policies and procedures, interactive calendars for leave tracking, marketing and communications resources, IT Policies etc.
Key Highlights and Features
Fully automated the Human Resource management practices and processes for the organisation
Ability to consolidate and streamline all communications for the regional offices
Flexibility to configure content management for each regional office and manage through a centralised location
Highly auditable communication log for easy access and review when required
Client Requirements Overview
Our client, a large Publishing and Event organisation based in US has a need for a solution to enable its executive finance team and account directors to understand and manage all their account financial data and relationships which consisted of many and varied products and offerings. The organisation’s executive also required and consolidated reporting regime with the ability to monitor activity and objective to improve the sales results and accurate pipeline reporting and forecasting.
Industry
• Publishing
Products
• Salesforce Sales cloud
Girikon’s Strategic Migration Approach
Through the discovery phase Girikon identified the use of various CRM solutions for all six finance verticals/business units. The consolidation of this information provided a challenge to the organisation’s management.
The discovery phase was extensive and Girikon’s Salesforce consultants and project team worked with all six departments to identify and agree to a comprehensive list of requirements and features.
Girikon’s understanding of Salesforce solution and database enabled an extensive exercise in data mapping. The huge number of daily transactions also needed to be taken into consideration when defining the cutover phases and downtime for the volume of users.
Girikon project team provided the client with an effective plan and solution consolidate the six CRMs
Design a Salesforce solution taking into consideration the list of requirement and features required by the six business units.
Focussing on a data cleanse, de-duplication followed by a merge and upload of data.
A trickle Data Migration Strategy was designed and adopted to incrementally upload the data ensuring a low impact approach to existing business operations.
Key Highlights and Features
The Girikon Salesforce Consultants achieved the objective set by the organisation, to provide one source of truth, one CRM and reporting requirements developed by the organisation’s executives.
The Data Migration Strategy adopted achieved the desired outcome and reduced the impact to existing business operations.
The organisation and Girikon achieved the outcome to efficiently develop consolidated pipeline reports, improved opportunity forecasts at the top level with the ability to drill down, reliable business dashboard views for better decision making and the ability for sales teams’ members to cross sell with the availability of products and offerings.
Background & Insights from Girikon
Large Multinational, (1000+ Salesforce users) and leading player in the exhibitions industry requirement to organise its high level of transactions through a common platform and manage events globally. The client chose the Salesforce platform for this initiative and the objective was to implement and manage their organisational hierarchy through the platform and enhance the system to manage multiple business units across the globe through a common sales and marketing process.
Industry
Events Management
Products
Salesforce Sales Cloud – Force.com
Salesforce Community Cloud
Salesforce CPQ and Billing
Expo Floor Plan
Integration to SAP and DocuSign
Girikon’s Strategy for Exhibition Success
Girikon’s team of Salesforce Consultants lead the implementation of the large complex project which included very specific requirements such as, accommodation of multiple global locations, multiple technologies in use as part of existing business process, the need for a scalable solution to accommodate future acquisitions and further global expansion and managed a large group of stakeholders across the organisation.
Girikon recommended and used a myriad of complimentary systems and technologies to meet the requirement of its partner such as the Salesforce platform as the core CRM with Expo Floor Plan Management, Steel brick and SAP (Data Integration achieved via MuleSoft) integrated to drive the sales practices (pre and post).
Girikon further customised the Salesforce Community Cloud with various portals designed and developed for the multiple global locations. All portals required varied UI/UX designs to suit location and offerings
Girikon identified and implemented in market best practice with the view to provide the client with the flexibility to expand operations in the future and considering future revenue streams.
Key Highlights and Features
Different client locations using disparate technologies to manage their pre-and post-sales process of booths, sponsorship, Delegate and Vendor management
A global scalable CRM solution was built for consolidation of work-processes, creation of synergies across office locations, manage future acquisitions and effective product management
The solution involved automation of Sales, operations, quoting & Invoicing processes across all locations
Integrations – SAP via Mulesoft, Docusign
Alex, De Santiago, Director Informa PLC, Provided the following testimonial
“Best Salesforce Consulting Partner…PERIOD: For the past 14 years, I’ve worked with numerous Salesforce Consulting partners, from very small, boutique style to very big traditional partners (big 5). Girikon has been by far the best partner I’ve worked so far. They are very receptive, responsive, highly knowledgeable, technical and very quick to address issues to find agreeable solutions. Their cost and value have no comparison in the industry. I highly recommend them and give them a 5 star”
Background
As a part of business needs, the client used to import data from third party applications to Salesforce, which lead to duplicate contact records in their Salesforce instance creating a desperate need for a Salesforce app, capable of merging, all the duplicate records of contacts into a single contact within an account hierarchy.
The Challenge
Client wanted an app that they can use to merge all the duplicate contacts of single account hierarchy as well as all the accounts hierarchy of an Organization. The main challenge in this project that the Salesforce we can only merge three duplicate records at a time using the Apex Merge method.
The Result
With the solution of “Batch Process” i.e. Apex Batch, we were able to process records in batches asynchronously.
We developed
New Merge Duplicate screen to start the merge process.
All the related records of the merge contacts automatically assigned to the new master contact record.
The new merged contact record is automatically assigned to the top most parent account of the hierarchy.
The client has been able to remove all the duplicate contact records from Salesforce and have a holistic view of the business.
Key Highlights and Features
Different client locations using disparate technologies to manage their pre-and post-sales process of booths, sponsorship, Delegate and Vendor management
A global scalable CRM solution was built for consolidation of work-processes, creation of synergies across office locations, manage future acquisitions and effective product management
The solution involved automation of Sales, operations, quoting & Invoicing processes across all locations
Integrations – SAP via Mulesoft, Docusign
Alex, De Santiago, Director Informa PLC, Provided the following testimonial
“Best Salesforce Consulting Partner…PERIOD: For the past 14 years, I’ve worked with numerous Salesforce Consulting partners, from very small, boutique style to very big traditional partners (big 5). Girikon has been by far the best partner I’ve worked so far. They are very receptive, responsive, highly knowledgeable, technical and very quick to address issues to find agreeable solutions. Their cost and value have no comparison in the industry. I highly recommend them and give them a 5 star”
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