Salesforce
Streamlining HR Services With Salesforce-Driven Automation
Success Story
Legacy systems and the lack of streamlined processes often make companies struggle to scale digital transformation. By implementing a unified Salesforce-based cloud ecosystem, Scalefocus eliminated bottlenecks, automated approvals, and simplified product offerings to help an HR solutions leader improve efficiency, accelerate quoting, and capture new revenue opportunities.
200+ products organized in a
catalog
Increased revenue due to faster quoting and approval cycles
A scalable cloud infrastructure ready to support future growth
The Client
Leading provider of integrated human resources solutions that offers Canadian businesses expert advice, software, and compliance support to effectively manage their workforce.
The Challenge
The client’s legacy systems seriously hindered the digital transformation they were striving for. Their cause was not helped by an overcomplicated product catalog that was causing delays and frustration.
In addition, without scalable and flexible cloud solutions, it was impossible to automate sales information exchange, while the lack of automation for discount approvals was leading to missed business opportunities and revenue losses.
There were also bottlenecks in the Quote, Document, and Approval processes, and the company policies across different departments and locations were quite inconsistent.
The Solution
Scalefocus’ experts implemented a scalable and flexible cloud solution to unify and automate sales, quoting, payment, ERP, and digital signature processes. The team replaced legacy systems such as Dealhub and QuickBooks with an integrated solution based on Salesforce Sales Cloud, Salesforce CPQ, Certinia ERP, and Adobe eSign. The sizable product catalog also needed simplification and reorganization into bundles rather than random, chaotic article units.
To reduce delays and capture more business opportunities, Scalefocus introduced automated workflows for discount approvals. Bottlenecks were also removed by automating the Quote, Document, and Approval processes, as well as all billing processes. As a result of the newly automated exchange of sales information throughout the company, its data integrity and operational efficiency improved significantly.
Scalefocus also leveraged out-of-the-box features where possible and supplemented them with custom code only when necessary. This balanced the client’s scalability, maintainability, and alignment with their business needs.
The Results
Scalefocus simplified the company’s product catalog and organized its 200+ products into five main bundles to make it more user-friendly. This facilitated its exploitation, accelerated quoting, and vastly increased its precision, which was critical for the company’s ambitions to streamline all processes. The seamless and automated exchange of sales information throughout the organization also improved its data integrity and operational efficiency.
Last but not least, the reduced delays in all departments resulted in capturing more business opportunities the company would have otherwise missed, as well as generating fresh revenue.
Client Success Stories
We have a global client base that includes Fortune 500 companies, innovative startups and industry leaders in Information Technology, E-Commerce, Insurance, Healthcare, Finance and Energy & Utilities.
