Sovrn
The Overview
Industry
Advertising, Media, Technology
Products
Integrations, Sales Cloud, Service Cloud
Challenge
- Client had been using Salesforce for 10+ years it had become bogged down with lots of code and inefficiencies
- They acquired several businesses and needed to be able to handle multiple quoting processes
- Challenged with lack of resources for support and didn’t have efficient processes to handle it
Solution
- We started with a new, clean Salesforce org and migrated over what was needed from the old org while rearchitecting their processes
- We built a custom tool to handle the various ways that a quote could be built out for each of the business units
- We implemented Service Cloud with intelligent routing and the ability for agents to respond quickly
Results
- They got a fresh start without any technical debt and were able to process hundreds of thousands of records efficiently
- The client saved money of tools that were no longer of any use to them
- Support cases are now able to be handled by a smaller team and the entire company has a 360-degree view of each customer
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