Our client is a leading developer and operator of data center infrastructure, serving dynamic digital economies across Asia. They have a strong presence in regions such as China, Singapore, India, Indonesia, and Japan, where they provide scalable and robust digital infrastructure solutions. They sought AllianceTek’s assistance to implement Salesforce CRM to enhance their customer interactions and streamline various processes.
The project involved the implementation of a Salesforce CRM solution to meet the specific needs of the client. AllianceTek was engaged to provide comprehensive Salesforce implementation services, including administration, standard setup, multi-lingual capabilities, data import, custom development, third party integrations, salesforce mobile app configuration, and deployment support. The goal was to create an efficient, user-friendly CRM environment that supports the client's operations across multiple regions and languages.
01
The client operates in various regions such as China and Japan, where language diversity among users is prevalent. This necessitates the implementation of a multi-lingual CRM system.
AllianceTek configured Salesforce to support Chinese and Japanese, ensuring all labels and input fields could display and accept data in these languages. AllianceTek implemented Shadow copy fields were implemented to facilitate global search functionality in multiple languages.
02
Migrating data from legacy systems into Salesforce required careful handling to ensure data integrity.
AllianceTek imported data records provided by the client in CSV format, ensuring a smooth transition with minimal disruption to ongoing operations.
03
Tracking the sales pipeline and marketing sources accurately was critical for the client's strategic planning.
AllianceTek implemented opportunity-level tracking and field-level history tracking to provide detailed insights. Funnel report and standard reporting features including group, summary, sum, and average computations, were configured to meet the client's reporting needs.
04
The need for a custom solution for multilingual activity tracking history.
AllianceTek developed a custom Lightning component for Activity History, ensuring it supported the user’s preferred language and met all functional requirements.
05
Salesforce Integration with Conga for documentation and NetSuite Oracle for financial data.
AllianceTek facilitated Conga integration, including template creation, queries, buttons, automation, and document generation. Additionally, a two-way integration with NetSuite was established, involving close collaboration with a NetSuite developer.
User Roles and Permissions: Setup and configuration for 40+ users with specific profiles, roles, and permissions.
Multi-Lingual Support: Configuration to support Chinese and Japanese, including label translations and input field customization.
Data Import: Seamless data migration from legacy systems into Salesforce.
Pipeline and Source Tracking: Detailed tracking of opportunities and marketing sources with comprehensive reporting capabilities.
Custom Development: Custom Lightning component for Activity History and Web to Lead integration with LinkedIn and the company website.
Third-Party Integrations: Integration with Conga for documentation and NetSuite Oracle for financial data.
AllianceTek delivered a robust, scalable, and user-friendly Salesforce CRM solution that significantly enhanced the client’s ability to manage customer relationships and data across multiple regions and languages. The key value propositions included:
Enhanced Operational Efficiency: Streamlined CRM processes with well-defined user roles and permissions.
Improved Data Management: Effective data migration and comprehensive tracking features that provided actionable insights.
Seamless Integration: Successful integration with third-party systems like Conga and NetSuite, enabling a unified operational environment.
Multi-Lingual Capability: Support for Chinese and Japanese, ensuring the CRM system met the linguistic needs of the client’s diverse user base.
Post-Deployment Support: Ongoing support to ensure smooth operation and user adoption post-deployment, including on-site developer availability for immediate assistance
By addressing the specific challenges and requirements of the client, AllianceTek enabled them to leverage Salesforce’s full potential with out of the box and customized features, thereby enhancing their operational capabilities and supporting their growth in dynamic digital economies of Asia.
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