Overview
Know how HIC Global Solutions’ strategic Salesforce implementation helped Zephyr Sales Consulting to track employee growth and manage customer cases, leading to improved efficiency and customer satisfaction.
What You Need To Know
Salesforce provides Zephyr Sales Consulting with a platform to manage customer cases, track employee performance, and streamline their sales and marketing processes.
Why It Matters
Salesforce implementation in the sales and marketing consulting industry doesnt only improve internal processes, it also positions them Zephyr for sustainable growth and market leadership in that space.
What HIC Did
HIC Global Solutions customized Salesforce for Zephyr Sales Consulting, implementing features to manage tasks, track case resolution times, and improve overall workflow efficiency.
Overview
Know how HIC Global Solutions’ strategic Salesforce implementation helped Zephyr Sales Consulting to track employee growth and manage customer cases, leading to improved efficiency and customer satisfaction.
What You Need To Know
Salesforce provides Zephyr Sales Consulting with a platform to manage customer cases, track employee performance, and streamline their sales and marketing processes.
Why It Matters
Salesforce implementation in the sales and marketing consulting industry doesnt only improve internal processes, it also positions them Zephyr for sustainable growth and market leadership in that space.
What HIC Did
HIC Global Solutions customized Salesforce for Zephyr Sales Consulting, implementing features to manage tasks, track case resolution times, and improve overall workflow efficiency.
About the Company
With over 20 years of experience in sales ops and marketing, Zephyr Sales Consulting provides fresh insights to take an organization or business unit to the next level.
It also combines insights and skills with the Salesforce.com platform to enhance processes and strategies, and in turn, boost net results while accelerating the ROI on Salesforce investment.
About the Company
With over 20 years of experience in sales ops and marketing, Zephyr Sales Consulting provides fresh insights to take an organization or business unit to the next level.
It also combines insights and skills with the Salesforce.com platform to enhance processes and strategies, and in turn, boost net results while accelerating the ROI on Salesforce investment.
Challenges faced
As a sales and marketing firm, Zephyr Sales has to do a lot of mailings, and they faced challenges in creating tasks in particular email templates to make their work manageable
Complex Task Management
Diffiuclties in creating and managing tasks within specific email templates
Inefficient Case Resolution Tracking
Lack of records on time spent on particular cases made managing customer queries increasingly complex.
Data Management Issues
Absence of custom fields, formula fields, and image customization disrupted the management of their diverse data effectively.
Permission and Access Problems
User permission limitations hindered smooth functioning within Salesforce.
Challenges faced
As a sales and marketing firm, Zephyr Sales has to do a lot of mailings, and they faced challenges in creating tasks in particular email templates to make their work manageable
Complex Task Management
Diffiuclties in creating and managing tasks within specific email templates
Inefficient Case Resolution Tracking
Lack of records on time spent on particular cases made managing customer queries increasingly complex.
Data Management Issues
Absence of custom fields, formula fields, and image customization disrupted the management of their diverse data effectively.
Permission and Access Problems
User permission limitations hindered smooth functioning within Salesforce.
Challenges faced
As a sales and marketing firm, Zephyr Sales has to do a lot of mailings, and they faced challenges in creating tasks in particular email templates to make their work manageable
They were facing issues with
- Complex Task Management
- Inefficient Case Resolution Tracking
- Data Management Issues
- Permission and Access Problems
Diffiuclties in creating and managing tasks within specific email templates
Lack of records on time spent on particular cases made managing customer queries increasingly complex.
Absence of custom fields, formula fields, and image customization disrupted the management of their diverse data effectively.
User permission limitations hindered smooth functioning within Salesforce.
Solutions Offered
On being approached, HIC Global Solutions offered various Salesforce customization options to overcome these challenges
Custom CPI Object Creation
Created a new CPI object record in Salesforce to differentiate between open and closed tasks, improving task status clarity.
Process Builder Update
Enhanced the Process Builder to analyze solution delivery times between “First Expected Resolution Time” and “Actual Expected Resolution Time.”
Chatter Integration
Utilized Salesforce’s Chatter feature to allow employees to check work status and progress.
Custom Button Creation and Permission Management
Created a custom button in Salesforce and managed permissions accordingly to improve user access and functionality.
Solutions Offered
On being approached, HIC Global Solutions offered various Salesforce customization options to overcome these challenges
Custom CPI Object Creation
Created a new CPI object record in Salesforce to differentiate between open and closed tasks, improving task status clarity.
Process Builder Update
Enhanced the Process Builder to analyze solution delivery times between “First Expected Resolution Time” and “Actual Expected Resolution Time.”
Chatter Integration
Utilized Salesforce’s Chatter feature to allow employees to check work status and progress.
Custom Button Creation and Permission Management
Created a custom button in Salesforce and managed permissions accordingly to improve user access and functionality.
Solutions Offered
On being approached, HIC Global Solutions offered various Salesforce customization options to overcome these challenges
The solutions which we offered to them
- Custom CPI Object Creation
- Process Builder Update
- Chatter Integration
- Custom Button Creation and Permission Management
Created a new CPI object record in Salesforce to differentiate between open and closed tasks, improving task status clarity.
Enhanced the Process Builder to analyze solution delivery times between “First Expected Resolution Time” and “Actual Expected Resolution Time.”
Utilized Salesforce’s Chatter feature to allow employees to check work status and progress.
Created a custom button in Salesforce and managed permissions accordingly to improve user access and functionality.
India 
USA
UK
Canada