Project Description

Case Studies

Some clients we have worked with

Client

BDO Solutions

BDO Solutions offers expertise in Audit and Accountancy, Tax and Corporate Finance Advisory Services, and Business Advisory services. BDO Solutions has over the years worked with local and Multinational companies, offering consistent, challenging, ethical, and practical advice that has enabled our clients to achieve their goals in the ever-changing economic and market conditions.

Goal

Implement the Salesforce platform to ensure accurate track of their sales activities.

What we did

Now more than ever, it’s important to build deeper connections with your customers, manage and monitor your business in real-time, and pivot fast as the world continues to evolve rapidly. Sales Cloud can help.
Our Salesforce expert team gathered together to help drive business value for BDO using Salesforce.

Smplicity assisted the business with:

  • Data Migration – Zoom Info Integration – Import data to Salesforce by CSV file
  • Campaign management – Target new leads
  • Lead Management
    • Activity Score – Based on certain criteria an activity score is calculated
    • Approval process – Required fields must be filled before a lead can be sent through an approval process
    • Lead conversion to account, contact, and opportunity
  • Account/Contact Management
  • Opportunity Management
  • Multi-Currency Implementation
  • Einstein activity capture – Integrate client’s inbox with salesforce
  • Salesforce Inbox

The project lasted 3 weeks where the Salesforce Developer and Salesforce Business Analyst helped the organisation with the integration, Salesforce advisory, and development support.

Start Your Salesforce Journey