The client is a leading Out-of-Home advertising company. Its core business is engaging and delivering valuable audiences for advertisers through a variety of formats and environments including transport, billboards, street furniture and retail with 5000 employees.
The client approached JKT to help transform the way they use Salesforce CRM integration with AX Microsoft Dynamics
- They planned to allow sync Quote to Salesforce without reserving the pack availability.
- Approval Process in Microsoft Dynamics AX is submitted at the Line Level which is a pain for the business users to approve every time the line is added
- The client is fear of wrong forecasting and do not want the open opportunity to be carry forward where Close Date past current week
- Sales Managers and top executives can’t view reports in real-time
- Monitor tickets from the single source ServiceNow
- Streamline the existing Salesforce business process to increase the system efficiency
As Salesforce implementation partner, JK Technosoft customized Salesforce out-of-the-box Sales Cloud functionalities to help the client utilize Sales Cloud to create opportunities and automatically push Quote from AX Microsoft Dynamics. Following features were added:
- Develop new form where users can sync the Quote Line Item to Salesforce without submitting the pack in Microsoft Dynamics AX
- Created the logic to calculate the overall discount percentage of all the Line level and configure an Approval Process on Salesforce master object “Opportunity”
- Setup the workflow and Outbound messages which will sync the Salesforce Pricing Approval status to Microsoft Dynamics AX
- Created Apex Batch Jobs for every Sunday that checks the Closed Date and the Forecast category which is in Pipe
- Created the adhoc reports & dashboards which help the Manager to forecast figures for the strategy next year
- Developed to auto route all the Salesforce Case request to the single source ticketing tool “SercviceNow”
- Minimized the Approval Process Steps, leverage existing data model functionalities like Account & Contact, Opportunity, and Quote etc.
Effective utilization of Quote management solution by showing the pack available to the Users. Significant turnaround in approval process and timings.
Improved visibility of sales pipeline and revenue reports based on division and media type. 20% Reduction in Support tickets.