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Case Studies

Being able to take part in your
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

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

Integrated Conga and Docusign to streamline e-Signature processes

Moved into a multi-currency organization

Used automated pricing models to manage different pricebooks and packages

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

Neta Moreno

Director of Business Applications


“As a young startup, UPTOP 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

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

Integrated Azure/SQL Database to Salesforce

Implemented Pardot via Form Handlers

Two-way sync between Salesforce and Pardot with Salesforce Connector

Form Integrations with third party – using WP Ninja Forms

Trained key users on Salesforce

“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

Developed an order processing module on the Force.com platform

Developed an integration with E-commerce site (Magento)

Built integrations with manufacturers and delivery companies

Built a partner community for delivery companies

Automated the payment processing and integrated with authorize.net

Automated fraud checks by integrating with SiftScience an WhiteGlove

Built an EDI integration using Heruko

Provided training and support to all employees

Implemented Service Cloud for customer care departments

Built reports and dashboards to aggregate company KPIs

“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

Implemented and managed to full migration from Salesforce Classic to Lightning

Cleaned data by archiving and removing redundancies

Improved Salesforce user adoption firmwide

Provided training and support to all employees

“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

Implemented and managed a full migration from Salesforce Classic to Lightning

Increase user adoption by 40% in less than 3 months

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

Service Cloud enhancements – SLAs, Milestones, KPI reporting

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