Case StudySalesforce

SALES AND SUPPORT REVAMP

By May 3, 2024 June 7th, 2024 No Comments

With the implementation of Salesforce Sales Cloud and Service Cloud, Yantra’s Salesforce experts helped the Normalyze team improve sales efficiency, customer support, and system integrations to automate the process for easy access to records.

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SALES AND SUPPORT REVAMP

The client offers business solutions to help assess and understand various risks associated with an organization's cloud data.

Their solutions address one of the most pressing challenges in information security: cloud data security. They are known to present data security information clearly, making it easy to identify sensitive data, link risks, and suggest corrective actions.

PROJECT SUMMARY

With the implementation of Salesforce Sales Cloud and Service Cloud, Yantra’s Salesforce professional services experts helped the Client improve sales efficiency, customer support, and system integrations to automate the process for easy access to records. Our team successfully extracted over 30,000 pieces of data from HubSpot through its API. The resultant transformed data was then loaded into Salesforce using a data migration tool.

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CPQ-Roambee
CPQ-Roambee
CPQ-Roambee

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