March 24, 2020 By Team HIC

Salesforce Implementation for a reliable real-time notification system for Record changes across the database to stimulate agent proactiveness

Salesforce Implementation for a reliable real-time notification system for Record changes across the database to stimulate agent proactiveness

Highlights

  • Implemented a real-time notification system for Record changes across the database
  • Integrated and synchronized existing Mindbody system with Salesforce
  • Created a unified interface for leads, sales, contacts, appointments, and subscriptions
  • Developed Reports, Dashboards, and Cross-operational notifications for improved decision-making

Highlights

  • Implemented a real-time notification system for Record changes across the database
  • Integrated and synchronized existing Mindbody system with Salesforce
  • Created a unified interface for leads, sales, contacts, appointments, and subscriptions
  • Developed Reports, Dashboards, and Cross-operational notifications for improved decision-making

Overview

Discover how a comprehensive Salesforce implementation transformed a wellness company’s operations, enhancing real-time notifications and agent proactiveness.

What You Need To Know

Float Station used Mindbody, a Saas Cloud platform & marketplace catering specifically to the sports and wellness services vertical, and was looking for a switchover for connectivity and expansion.

Why It Matters

Quick access to up-to-date information and efficient scheduling is crucial for customer satisfaction and operational efficiency In the time-sensitive wellness industry,

What HIC Did

HIC Global Solutions integrated the company’s Mindbody system with Salesforce, creating a unified interface with real-time notifications, reports, and dashboards to drive proactive decision-making

Overview

Discover how a comprehensive Salesforce implementation transformed a wellness company’s operations, enhancing real-time notifications and agent proactiveness.

What You Need To Know

Float Station used Mindbody, a Saas Cloud platform & marketplace catering specifically to the sports and wellness services vertical, and was looking for a switchover for connectivity and expansion.

Why It Matters

Quick access to up-to-date information and efficient scheduling is crucial for customer satisfaction and operational efficiency In the time-sensitive wellness industry,

What HIC Did

HIC Global Solutions integrated the company’s Mindbody system with Salesforce, creating a unified interface with real-time notifications, reports, and dashboards to drive proactive decision-making

About The Client

Headquartered in Campell, California, the wellness company had establishments spread over multiple US geographies.

The novel meditative Sanus per Aquarium has been a hot favorite of big-league athletes to unwind from pre-game nervousness and has since been featured in several international magazines and news publications, further increasing footfall.

Facilities at these centers provide unique experiences through new approaches to stress relief as well as well being from intense sports and everyday corporate burnout.

About The Client

Headquartered in Campell, California, the wellness company had establishments spread over multiple US geographies.

The novel meditative Sanus per Aquarium has been a hot favorite of big-league athletes to unwind from pre-game nervousness and has since been featured in several international magazines and news publications, further increasing footfall.

Facilities at these centers provide unique experiences through new approaches to stress relief as well as well being from intense sports and everyday corporate burnout.

Challenges Faced

In transitioning from its Mindbody platform, the wellness company faced with the following challenges:

The existing system lacked a reliable real-time notification system for Record changes, crucial for time-sensitive services.

Checking client membership validity required sifting through numerous Records for each transaction.

Scheduling therapy professionals and managing client availability was arduous and lacked proper notification systems.

Challenges Faced

In transitioning from its Mindbody platform, the wellness company faced with the following challenges:

The existing system lacked a reliable real-time notification system for Record changes, crucial for time-sensitive services.

Checking client membership validity required sifting through numerous Records for each transaction.

Scheduling therapy professionals and managing client availability was arduous and lacked proper notification systems.

Challenges Faced

In transitioning from its Mindbody platform, the wellness company faced with the following challenges:

They were facing issues with
  • Lack of Real-Time Notifications
  • The existing system lacked a reliable real-time notification system for Record changes, crucial for time-sensitive services.

  • Inefficient Membership Verification
  • Checking client membership validity required sifting through numerous Records for each transaction.

  • Complex Scheduling
  • Scheduling therapy professionals and managing client availability was arduous and lacked proper notification systems.

Solutions Offered

Chiefly, HIC’s solutions for the project involved integrating the company’s earlier system on Mindbooks and synchronizing platforms bidirectionally.

Integrated and synchronized the company’s Mindbody system bidirectionally with Salesforce

Created a unified Salesforce interface incorporating leads, sales, contacts, appointments, subscriptions, contracts, and visit data

Implemented a reliable real-time notification system for Record changes across the database

Developed Reports, Dashboards, and Cross-operational notifications with real-time updates to stimulate agent proactiveness

Solutions Offered

Chiefly, HIC’s solutions for the project involved integrating the company’s earlier system on Mindbooks and synchronizing platforms bidirectionally.

Integrated and synchronized the company’s Mindbody system bidirectionally with Salesforce

Created a unified Salesforce interface incorporating leads, sales, contacts, appointments, subscriptions, contracts, and visit data

Implemented a reliable real-time notification system for Record changes across the database

Developed Reports, Dashboards, and Cross-operational notifications with real-time updates to stimulate agent proactiveness

Solutions Offered

Chiefly, HIC’s solutions for the project involved integrating the company’s earlier system on Mindbooks and synchronizing platforms bidirectionally.

The solutions which we offered to them
  • Salesforce Integration with Mindbody
  • Integrated and synchronized the company’s Mindbody system bidirectionally with Salesforce

  • Unified Interface Development
  • Created a unified Salesforce interface incorporating leads, sales, contacts, appointments, subscriptions, contracts, and visit data

  • Real-Time Notification System
  • Implemented a reliable real-time notification system for Record changes across the database

  • Reporting and Analytics
  • Developed Reports, Dashboards, and Cross-operational notifications with real-time updates to stimulate agent proactiveness

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