Contract Management Software Company
A Contract management Software Company Empowering Partner Engagement with Salesforce Sales and Community Cloud Integration
Case Details
Industry:
IT (Software)
Company Size:
> $ 100 MM
Solution Implemented:
Sales Cloud &
Experience Cloud
# of Users:
50+
Project Duration:
16 Weeks
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Business Challenges
- Contract Management Software Company lacked a 360-degree view of their customers and business. This was because of data stored in local computers, systems that don’t synchronize with one another, and manual processes that required a lot of admin time.
- There was no visibility between multiple departments which resulted in lengthy and manual tasks.
- This company required a partner portal within Salesforce Community Cloud for onboarding partners, facilitating deal registration, lead distribution, and opportunity management, enhancing collaboration and communication with their partner ecosystem
Bluvium Solution
- Configured Salesforce Sales Cloud and Community Cloud to centralize sales processes, manage partner relationships, and enhance collaboration and communication within the partner ecosystem.
- Integrated ZoomInfo with Salesforce to enrich account and contact data, improving lead scoring and segmentation
- Implemented bidirectional data sync between HubSpot and Salesforce to automate lead transfer upon reaching specific stages in the HubSpot funnel.
- Enabled data synchronization between Salesforce and the legacy ERP system (EWS) for account and opportunity information to ensure data consistency and accuracy across systems
Business Value
- Automation of lead transfer from HubSpot to Salesforce upon reaching specific stages improved lead visibility, follow-up, and conversion rates, enhancing sales efficiency and effectiveness.
- Bidirectional data sync between Salesforce and the legacy ERP system (EWS) facilitated seamless data exchange for account and opportunity information, improving sales visibility, forecasting accuracy, and operational efficiency.
- Implementation of the partner portal within Salesforce Community Cloud improved partner onboarding, deal registration, lead distribution, and opportunity management processes, fostering collaboration and communication within the partner ecosystem
