Being able to take part in your
transformational journey makes us, quite simply, happy.
Sales Cloud and Marketing Implementation
As their company grew, they began featuring more product offerings. With these additional complexities, they needed a way to consolidate their data and gain insight into their performance.
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
As a young startup, UPTOP had much to do and not a lot of time to do it. They needed to find the best way to manage their sales and marketing, and were looking for a partner that will guide them through it. UPTOP knew that they needed to build it right, from the beginning.
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 their processes were manual, which was fine in the beginning, but as they began to grow, they started accumulating more and more orders. They needed a system in place to keep their customer service from slipping.
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, their 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. They needed a way to streamline their processes.
Implemented and managed to full migration from Salesforce Classic to Lightning
Cleaned data by archiving and removing redundancies
Improved Salesforce user adoption firmwide
Their 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 they struggled with adoption and data quality.
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