Overview
Discover how the integration of a custom gifting solution with Salesforce streamlines corporate gifting processes and enhances customer relationship management.
What You Need To Know
A corporate gifting company sought to enhance their gifting procedures and integrate them seamlessly with their Salesforce CRM.
Why It Matters
In the corporate gifting industry, efficient gift management and seamless integration with CRM systems are crucial for fostering customer relationships and building a company-wide gifting culture.
What HIC Did
HIC Global Solutions helped the client implement a custom Salesforce solution to automate gifting processes, improve gift tracking, and enhance overall operational efficiency.
Overview
Discover how the integration of a custom gifting solution with Salesforce streamlines corporate gifting processes and enhances customer relationship management.
What You Need To Know
A corporate gifting company sought to enhance their gifting procedures and integrate them seamlessly with their Salesforce CRM.
Why It Matters
In the corporate gifting industry, efficient gift management and seamless integration with CRM systems are crucial for fostering customer relationships and building a company-wide gifting culture.
What HIC Did
HIC Global Solutions helped the client implement a custom Salesforce solution to automate gifting processes, improve gift tracking, and enhance overall operational efficiency.
About The Client
The firm has been in the corporate gifting business for over five years. They provide a platform for corporations to reward the right people and create a company-wide gifting culture. The company identified a gap in the market for corporate gifting platforms and developed their own solution to meet this need.
About The Client
The firm has been in the corporate gifting business for over five years. They provide a platform for corporations to reward the right people and create a company-wide gifting culture. The company identified a gap in the market for corporate gifting platforms and developed their own solution to meet this need.
Challenges Faced
As a growing player in the corporate gifting industry, the client encountered the following significant challenges
Complex Gifting Procedures
The need to streamline the gifting process and integrate it with Salesforce CRM.
Varied Gifting Requirements
The need to send physical gifts from Contact and Lead pages, and E-gifts from List and Details pages in Salesforce.
Lack of Gift Tracking
Difficulty in managing gift history and tracking delivery status.
Manual Errors
Inefficiencies and errors due to manual gift management processes.
Challenges Faced
As a growing player in the corporate gifting industry, the client encountered the following significant challenges
Complex Gifting Procedures
The need to streamline the gifting process and integrate it with Salesforce CRM.
Varied Gifting Requirements
The need to send physical gifts from Contact and Lead pages, and E-gifts from List and Details pages in Salesforce.
Lack of Gift Tracking
Difficulty in managing gift history and tracking delivery status.
Manual Errors
Inefficiencies and errors due to manual gift management processes.
Challenges Faced
As a growing player in the corporate gifting industry, the client encountered the following significant challenges
They were facing issues with
- Complex Gifting Procedures
- Varied Gifting Requirements
- Lack of Gift Tracking
- Manual Errors
The need to streamline the gifting process and integrate it with Salesforce CRM.
The need to send physical gifts from Contact and Lead pages, and E-gifts from List and Details pages in Salesforce.
Difficulty in managing gift history and tracking delivery status.
Inefficiencies and errors due to manual gift management processes.
Proposed Solutions
Evaluating the need for an integrated gifting solution, HIC Global Solutions proposed a custom Salesforce implementation tailored to the client’s specific needs.
Custom Salesforce Implementation
- Using HIC Global Solutions’ expertise in Salesforce development, a custom solution was created to address the client’s unique gifting challenges.
- The implementation enabled sending physical gifts from Contact and Lead pages in Salesforce.
- E-gift sending was facilitated from List and Details pages.
- Gift history tracking and task management features were implemented for better oversight.
- The solution ensured seamless integration of gifting processes with the Salesforce CRM.
Proposed Solutions
Evaluating the need for an integrated gifting solution, HIC Global Solutions proposed a custom Salesforce implementation tailored to the client’s specific needs.
Custom Salesforce Implementation
- Using HIC Global Solutions’ expertise in Salesforce development, a custom solution was created to address the client’s unique gifting challenges.
- The implementation enabled sending physical gifts from Contact and Lead pages in Salesforce.
- E-gift sending was facilitated from List and Details pages.
- Gift history tracking and task management features were implemented for better oversight.
- The solution ensured seamless integration of gifting processes with the Salesforce CRM.
Proposed Solutions
Evaluating the need for an integrated gifting solution, HIC Global Solutions proposed a custom Salesforce implementation tailored to the client’s specific needs.
The solutions which we offered to them
- Custom Salesforce Implementation
- Using HIC Global Solutions’ expertise in Salesforce development, a custom solution was created to address the client’s unique gifting challenges.
- The implementation enabled sending physical gifts from Contact and Lead pages in Salesforce.
- E-gift sending was facilitated from List and Details pages.
- Gift history tracking and task management features were implemented for better oversight.
- The solution ensured seamless integration of gifting processes with the Salesforce CRM.
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