How a Software Tracking Company automated their entire minute taking process with Salesforce

software-tracking-company

INDUSTRY

Information Technology

TECH STACK

Salesforce CRM, Sales Cloud, Zapier, FormAssembly

SALESFORCE PRODUCTS

Salesforce Sales Cloud

The Challenge

  • The client had challenges in managing their minute-taking services effectively. Their current system is manual and time-consuming, which makes it difficult to manage multiple clients at once.
  • They were also struggling with keeping track of client meetings and deadlines, which led to missed opportunities and un-satisfied clients.
  • They wanted to implement Sales Cloud and streamline their process with Salesforce.

The Solution

  • Configured Sales Cloud, Einstein Activity Capture to sync calendar events.
  • Complex automations using flow with limitation of Professional edition.
  • Time Based Automation to send reminders to Minute takers and Customer to ask for required materials before meetings.
  • Multiple price book implementations to manage price book for different type of customers.
  • Automation to add product based on client type and meeting type.
  • Automation to send reminder to client for provides materials before meeting and minute takers for deadline to submit MOM.
  • QuickBooks integration using Zapier.
  • Form Assembly for integration.

The Result

  • The system made it easy for their user to track everything.
  • They can easily maintain record of all future meeting, who will be the Minute takers, can track details like material received before meeting, minute taker has submitted the minutes and client received the MOM and other related documents.
Free CONSULTATION

Have a project in mind? Let’s connect to make your project shine!

Do you have a project in mind and looking for right Salesforce resources? Please reach out to us and We can discuss about your business requirements

REPRESENTATIVE OFFICER

GAURANG BHATT

Principal Business Consultant

Office (USA)

LogicRain Technologies Inc.

6010 W Spring Creek Pkwy Ste 237, Plano, TX 75024, USA

HQ (India)

LogicRain Technologies Pvt. Ltd

601-604 Addor Ambition Besi. Vimal House, Navrangpura, Ahmedabad-380009, Gujarat, india