The Challenge
A rapidly growing professional services firm found their
off-the-shelf Salesforce Sales Cloud implementation inadequate for
their unique, complex sales processes and reporting needs. They
required highly specialized functionalities and integrations that
standard configurations could not provide, leading to manual
workarounds and data inconsistencies.
Our Approach
YukthiX Consulting engaged in a deep-dive custom development project
for their Salesforce Sales Cloud instance:
-
Detailed Requirements Analysis: Conducted
extensive discovery sessions to understand their nuanced sales
stages, custom approval processes, and specific data models.
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Solution Architecture: Designed a robust and
scalable architecture leveraging Salesforce Apex, Visualforce, and
Lightning Web Components (LWC) for custom UI and business logic.
-
Custom Object & Field Development: Created
bespoke objects and fields to accurately capture industry-specific
data points critical for their sales cycle.
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Automated Workflows & Approvals: Implemented
complex approval processes and automated workflows using
Salesforce Flow and Apex triggers to streamline proposal
generation and contract approvals.
-
Third-Party Integrations: Developed custom
integrations with their existing project management software and
financial systems using Salesforce APIs, ensuring seamless data
flow and eliminating manual double-entry.
-
Reporting & Dashboards: Built advanced custom
reports and dashboards to provide granular insights into their
specialized sales metrics and pipeline health.
-
UAT & Deployment: Collaborated closely with the
client throughout User Acceptance Testing (UAT) and managed the
controlled deployment to production.
The Solution
The custom Salesforce Sales Cloud solution delivered:
-
Tailored user interfaces and workflows specific to their business.
-
Automated, complex sales processes and approval hierarchies.
-
Seamless, bidirectional data synchronization with external
systems.
- Real-time, granular sales performance analytics.
Results & Benefits
30%
Faster sales cycle completion
90%
Reduction in manual data entry
Enhanced
Data accuracy & reporting
The client saw a 30% reduction in their average sales cycle
completion time due to automated processes and improved data
accuracy. Manual data entry was reduced by 90%, freeing up sales
teams to focus on client engagement. The custom reporting
capabilities provided unprecedented visibility into their unique
sales metrics, enabling better strategic decision-making.
