Case Studies

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transformational journey makes us, quite simply, happy.

SCOPE TECHNOLOGIES

Lightning Migration

YOTPO

Salesforce Implementation

RENEGADE

Salesforce Implementation

UPTOP

Sales Cloud and Marketing Implementation

JACADA

Lightning Migration

“As our company grew, we began featuring more product offerings. With these additional complexities, we needed a way to consolidate our data and gain insight into our performance.”

Solution

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Trained and onboarded new Salesforce users while helping Yotpo grow from 30 to over 200 employees

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Integrated Conga and Docusign to streamline e-Signature processes

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Moved into a multi-currency organization

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Used automated pricing models to manage different pricebooks and packages

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Developed and maintained the full sales process from lead creation to closing opportunities

Neta Moreno

Director of Business Applications

SAAS
TECH
Sales Cloud
Enterprise Edition
Docusign
Conga

“As a young startup, we had much to do and not a lot of time to do it. We needed to find the best way to manage our sales and marketing, and were looking for a partner that will guide us through it. We knew that we needed to build it right, from the beginning.”

Solution

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Analyzed Business processes, proposed solutions and fully implemented these in Salesforce

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Integrated Azure/SQL Database to Salesforce

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Implemented Pardot via Form Handlers

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Two-way sync between Salesforce and Pardot with Salesforce Connector

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Form Integrations with third party – using WP Ninja Forms

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Trained key users on Salesforce

Frank Barletta

CEO

SAAS
Sales Cloud
Enterprise Edition
Lightning Migration
Data Integrity

“Many of our processes were manual, which was fine in the beginning, but as we began to grow, we started accumulating more and more orders. We needed a system in place to keep our customer service from slipping.”

Solution

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Developed an order processing module on the Force.com platform

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Developed an integration with E-commerce site (Magento)

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Built integrations with manufacturers and delivery companies

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Built a partner community for delivery companies

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Automated the payment processing and integrated with authorize.net

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Automated fraud checks by integrating with SiftScience an WhiteGlove

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Built an EDI integration using Heruko

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Provided training and support to all employees

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Implemented Service Cloud for customer care departments

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Built reports and dashboards to aggregate company KPIs

Ari Greenwald

President

Retail
E-Commerce
App Development
API Integration
EDI Integration
Service Cloud

“Over time, our Salesforce layouts needed to be redesigned to reflect current processes and procedures. Data entry for lead management and opportunity creation had become time consuming and inefficient. We needed a way to streamline their processes.”

Solution

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Implemented and managed to full migration from Salesforce Classic to Lightning

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Cleaned data by archiving and removing redundancies

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Improved Salesforce user adoption firmwide

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A. Lee Judge

Sr. Digital Marketing Manager

SAAS
TECH
Sales Cloud
Enterprise Edition
Docusign
Conga

“Our global sales team worked in silos without a common platform to manage and view sales performance. They had tried to integrate Salesforce a couple of times without involving an outside partner, but we struggled with adoption and data quality.”

Solution

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Implemented and managed a full migration from Salesforce Classic to Lightning

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Increase user adoption by 40% in less than 3 months

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Provided support and training to users for all aspects related to Salesforce

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Service Cloud enhancements – SLAs, Milestones, KPI reporting

Coby Hasson

EVP

Retail
E-Commerce
App Development
API Integration
EDI Integration
Service Cloud

Become a success story!

BOOK APPOINTMENT

We’re looking for an experienced Salesforce QA analyst to play a vital role in testing our Salesforce solutions and applications. The QA analyst will be an instrumental member of our project team, helping to ensure the solutions we provide are flawless and meet our customer requirements. You will work closely with the entire project team to review the overall functional and non-functional requirements while keeping a user’s perspective in mind. You'll be responsible for manually testing our key Salesforce Solutions applications along with documenting bugs and creating test plans.

Key Roles and Responsibilities:

Find and document bugs; work closely with our development team to ensure proper regression steps are documented.
Review functional requirements and technical designs to create test plans and detailed test cases.
Lead the testing efforts for any given project.
Work closely with product managers and other teams to develop a deep understanding of a product’s requirements.
Understand system components, how they interact with one another, and perform different types of testing: functional, system, regression, and acceptance.
Assist business pre and post launch and act as the first line of triage for any bugs found.
Work closely with development and business teams.
Provide recommendations on testing strategies.
Analyze and identify test cases for test automation.
Design and develop automated test scripts.
Analyze the results of test runs and determine the reason for failures.
Lead the design and implementation of testing processes, tools, and frameworks.
Participate in design reviews and provide feedback on user story acceptance criteria.

Qualifications Requirements

At least 2 years of experience as a QA Analyst.
Hands-on experience with Salesforce.
Salesforce certification – Optional.
Ability to work independently and be a self-starter.
Proven results in leading and overseeing client success stories.
Ability to leverage analytical and problem-solving skills in a fast-paced environment.
Must be fluent in English and have strong communication skills (written and verbal).
Ability to juggle and prioritize multiple tasks within a collaborative team environment.
Relevant experience with QA testing of CRM projects - Required.
Experience with documenting test plans, test cases, bug/defect reports, status reports.
Experience in troubleshooting complex issues.

What are we offering?

Impact – see companies changing under your mandate
Challenge – learn about different industries, technologies, and company leadership.
Professional Path – we invest in your future together by providing mentoring and certification
Flexibility – work remotely or in our office.
Be a pioneer – take a fundamental part of Ntegro’s growth

Our core values:

Integrity – to be honest, and transparent
Quality – to constantly expand our knowledge and improving our processes
Customer Success – do our part in our customer’s success

In your role as a Business Analyst you will combine your business, technology and management skills to lead companies through an impactful Salesforce integration.

This job requires you to survey and break down business procedures and data requirements and translate them into the Salesforce environment with the end goal of increasing the company’s efficiency and improved performance.

Key Roles and Responsibilities:

Serve as a trusted advisor, be the focal point of communication with the customer
Work with clients and end-users to gather, understand, and define business requirements
Design solutions that will meet a client’s business requirements
Collaborate with the team to assure high-quality delivery
Prepare documentation and train users
Monitor adoption and validate solutions
Provide day to day Salesforce support for the client, efficiently managing their environment for optimal long-term results.

Qualifications Requirements

At least 3 years of experience as a consultant/business analyst
Hands-on experience configuring Salesforce
Salesforce certification – mandatory
Ability to work independently and be a self-starter
Proven results in leading and overseeing client success stories.
Ability to leverage analytical and problem-solving skills in a fast-paced environment.
Must be fluent in English and have strong communication skills (written and verbal).
Ability to juggle and prioritize multiple tasks within a collaborative team environment.

What are we offering?

Impact – see companies changing under your mandate
Challenge – learn about different industries, technologies, and company leadership.
Professional Path – we invest in your future together by providing mentoring and certification
Flexibility – work remotely or in our office.
Be a pioneer – take a fundamental part of Ntegro’s growth

Our core values:

Integrity – to be honest and transparent
Quality – to constantly expand our knowledge and improving our processes
Customer Success – do our part in our customer’s success

Job Description:

The Sales Manager will be responsible for working with preexisting internal relationships at Salesforce. The goal of our company is to deliver stellar results to clients in a timely fashion. Our ideal candidate is a creative problem-solver who thinks outside the box, willing to take on any challenge, with the ability to scope a project and write the Statement of Work (SOW). Office culture is extremely important, so you must love what you do, drive results, and be fun to work with. You will be working with clients, Salesforce account executives and internal Ntegro team members to suggest and provide solutions after thoroughly analyzing and understanding the business requirements of new clients.

Responsibilities Include:

Develop and leverage internal relationships at Salesforce AEs and AVPs
Meet and exceed targeted sales goals
Produce and consistently manage a healthy pipeline with accurate next steps and close dates
Create and Generate SOWs to accurately encompass projects
Abide by Ntegro scoping methodology to uncover business processes, user stories and Salesforce use cases
Meet and exceed monthly and annual revenue targets
Build and maintain relationships with Salesforce employees
Remain responsible for lead generation and pipeline generation targets
Travel when required and visit key Salesforce contacts and customers.

Desired Qualifications:

3 Years experience full life cycle in B2B SAAS or Software Services sales
1 year experience knowledge of Salesforce as a super user
1 year experience delivering comprehensive proposals to various audiences
Professional experience at a Salesforce ISV or partner
Ability to estimate the level of effort for basic Salesforce tasks
Ability to write and present accurate SOW’s (Statement of Work)
Salesforce Admin certification
Experience selling to C-level executives at mid market companies.