Overview
Learn how the integration of Salesforce with Conga Composer streamlined documentation and invoice generation for a leading 3D geospatial technology company.
What You Need To Know
GeoSLAM, a pioneer in handheld 3D scanning, was drowning in paperwork. The Salesforce-Conga fusion threw them a lifeline, turning document drudgery into a one-click wonder.
Why It Matters
In the high-tech world of 3D mapping, every second spent on admin is a second lost to innovation. This integration allows GeoSLAM the agility to stay at the cutting edge of SLAM technology while saving time.
What Was Done
HIC Global Solutions integrated Salesforce with Conga Composer to automate document and invoice generation using both custom and standard Salesforce objects
Overview
Learn how the integration of Salesforce with Conga Composer streamlined documentation and invoice generation for a leading 3D geospatial technology company.
What You Need To Know
GeoSLAM, a pioneer in handheld 3D scanning, was drowning in paperwork. The Salesforce-Conga fusion threw them a lifeline, turning document drudgery into a one-click wonder.
Why It Matters
In the high-tech world of 3D mapping, every second spent on admin is a second lost to innovation. This integration allows GeoSLAM the agility to stay at the cutting edge of SLAM technology while saving time.
What Was Done
HIC Global Solutions integrated Salesforce with Conga Composer to automate document and invoice generation using both custom and standard Salesforce objects
About the Company
Headquartered in the US, the UK, Australia, and South Africa, GeoSLAM deals in 3D geospatial technologies and solutions.
In appreciation, most of these solutions are handheld. Principally, SLAM or Simultaneous Localization and Mapping, a technology pioneered by the likes of Sebastian Thrun (Of Probabilistic Robotics and Udacity fame) and Dieter Fox ( Probabilistic Robotics and NVIDIA), uses temporal, sensory, and inertial data to simultaneously map and locate an object and its surroundings through iterative estimates.
Notably, the company promises fast and accurate 3D scans and point cloud generation, as well as GPS-free operation in cramped and inaccessible spaces like tunnels, mines, and cliff faces. Even more, it operates at the frontier of a cutting-edge domain changing rapidly with advances in sensors, algorithms, and approaches to SLAM.
About the Company
Headquartered in the US, the UK, Australia, and South Africa, GeoSLAM deals in 3D geospatial technologies and solutions.
In appreciation, most of these solutions are handheld. Principally, SLAM or Simultaneous Localization and Mapping, a technology pioneered by the likes of Sebastian Thrun (Of Probabilistic Robotics and Udacity fame) and Dieter Fox ( Probabilistic Robotics and NVIDIA), uses temporal, sensory, and inertial data to simultaneously map and locate an object and its surroundings through iterative estimates.
Notably, the company promises fast and accurate 3D scans and point cloud generation, as well as GPS-free operation in cramped and inaccessible spaces like tunnels, mines, and cliff faces. Even more, it operates at the frontier of a cutting-edge domain changing rapidly with advances in sensors, algorithms, and approaches to SLAM.
Challenges Faced
Diverse Client Management
Needed to efficiently manage leads from a wide range of interested agencies and corporations.
Complex Service Tracking
Required a system to monitor and follow up on various services, including construction progress monitoring and property surveys.
Time-Consuming Documentation
Manual creation of documentation and invoices for sales and services was inefficient.
Customer Engagement
Struggled to maintain personalized interactions with potential and existing clients across diverse sectors.
Challenges Faced
Diverse Client Management
Needed to efficiently manage leads from a wide range of interested agencies and corporations.
Complex Service Tracking
Required a system to monitor and follow up on various services, including construction progress monitoring and property surveys.
Time-Consuming Documentation
Manual creation of documentation and invoices for sales and services was inefficient.
Customer Engagement
Struggled to maintain personalized interactions with potential and existing clients across diverse sectors.
Challenges Faced
GeoSLAM came across several challenges in its operations:
- Diverse Client Management
- Complex Service Tracking
- Time-Consuming Documentation
- Customer Engagement
Needed to efficiently manage leads from a wide range of interested agencies and corporations.
Required a system to monitor and follow up on various services, including construction progress monitoring and property surveys.
Manual creation of documentation and invoices for sales and services was inefficient.
Struggled to maintain personalized interactions with potential and existing clients across diverse sectors.
Solutions Offered
Understandably, to address the requirement, HIC Global Solutions set up a Service Cloud to resolve all tickets raised as well as requested services on the cloud itself.
Service Cloud Setup
Implemented to resolve all tickets and requested services directly on the cloud.
Conga Composer Integration
Integrated with Salesforce to generate documentation and invoices using custom and standard Salesforce objects.
Automated Data Entry
Implemented prefilling functionality to reduce manual data entry.
Centralized Customer Information
Consolidated client data and interactions in the Service Cloud console for easier access and management.
Solutions Offered
Understandably, to address the requirement, HIC Global Solutions set up a Service Cloud to resolve all tickets raised as well as requested services on the cloud itself.
Service Cloud Setup
Implemented to resolve all tickets and requested services directly on the cloud.
Conga Composer Integration
Integrated with Salesforce to generate documentation and invoices using custom and standard Salesforce objects.
Automated Data Entry
Implemented prefilling functionality to reduce manual data entry.
Centralized Customer Information
Consolidated client data and interactions in the Service Cloud console for easier access and management.
Solutions Offered
Understandably, to address the requirement, HIC Global Solutions set up a Service Cloud to resolve all tickets raised as well as requested services on the cloud itself.
The solutions which we offered to them
- Service Cloud Setup
- Conga Composer Integration
- Automated Data Entry
- Centralized Customer Information
Implemented to resolve all tickets and requested services directly on the cloud.
Integrated with Salesforce to generate documentation and invoices using custom and standard Salesforce objects.
Implemented prefilling functionality to reduce manual data entry.
Consolidated client data and interactions in the Service Cloud console for easier access and management.
India 
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UK
Canada