A Medical Equipment Company Increases Asset Uptime With Salesforce Sales Cloud And Salesforce Service Cloud Implementation

The client needed a robust system that could cut down its reliance on third-party solutions, which increased the costs and maximized the time for identifying projects requiring quotes. With the deployment of such a system, the client also wanted to accelerate the pace of digital transformation. To help build such a system, the client needed to team up with a technology partner that had years of experience in developing and implementing such enterprise-class systems. The client's search for a trusted digital transformation partner ended with us.

Owing to Flexsin's vast experience in helping businesses speed up their digital transformation, the client chose Flexsin as its technology partner. On brainstorming with the client's business team, our technology experts figured out that Salesforce could be the platform of choice to build such a robust system. On deeper engagements with the client's business team, it was decided that two Salesforce Clouds - Sales and Service - could form an integral part of the system.

Front-end
To help build an intuitive front-end system, we relied on the Salesforce lightning design system. We designed a system UI that was in sync with the brand guidelines provided by the client. Moreover, we ensured to customize the interface for helping users manage their services and sales processes more effectively. Here are some highlights of the project's

• Customized sales and service processes so that they get more streamlined
• Deployed intuitive interfaces for managing field service engineers/services
• Integrated smooth UX elements to manage work orders, shifts, etc.
• Designed and deployed easy-to-use, interactive dashboards

Backend
The backend efforts for the project were carried out by our team meticulously. Our backend team and Salesforce engineers worked together to configure Sales and Service Cloud ecosystems for the client. The team also set up profiles, case record types, service console queues, case routing/assignment rules, case escalation processes, and auto-response rules. This way, our team ensured that the client could cut down its reliance on third-party services and keep track of its projects that required quotations. Here are some key points that defined the project's backend.

• We integrated the enterprise system with Salesforce's Field Service Lightning and QuickBooks components
• Enabled the system admin to add, delete, and manage multiple user profiles at an incredible scale
• Implemented different processes to make sure reporting datasets and values could be handled easily
• Executed processes to manage work orders, resources, appointments, field service inventory, etc.

Development Process
From the onset of the engagement, we worked closely with the client's business and technology teams. We made sure that our efforts helped roll out the Salesforce project deliverables, keeping in mind the predefined milestones. We also embraced agile work methodology, which empowered the development teams to fast-track the delivery cycles. Here are some highlights of the development process.

• Brainstormed the project requirements alongside the clients
• Carried out regular sprint meetings to discuss the project's deliverables
• Ensured that any changes were implemented in short order
• Delivered post-deployment support and planned extensive KT sessions