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.