The client is a Europe-based Media organization that handles installation and setup for satellites, TV cable connections and set up of additional equipment like set-top boxes.
The client wanted to automate its Lead Management and Installation Management processes with the help of a Salesforce implementation. This would consist of the following:
Capturing leads in the system from various sources, score and nurture them through the entire lifecycle
Allocation and management of client visits
Automation of the complete license procurement of cable and satellite services
Track and monitor inventory pertaining to installation
Manage the installation audit process
Force.com
Salesforce.com
Visualforce
Apex
JavaScript
JQuery
Custom Web Services
Pardot
Web-to-lead was enabled to capture the leads coming in the client’s system, apart from a provision for manual entry of leads
Leads were scored on given criteria and nurtured and managed through the lifecycle. This was done through a Pardot implementation.
Allocation of site visits and scheduling the same through Salesforce OOTB features like workflows, validation rules and approval processes
Custom solution including web services for managing customer subscription to satellite and cable services
Custom development and configuration for tracking the inventory
Custom solution comprising web services, approval processes and workflows for automating the installation audit processes
Reports and dashboards for measuring various KPIs
Configuration of web-to-lead for importing leads within the system
Configuration of batch upload of data for cleanup and reporting
Customization & configuration of Pardot for lead nurturing and scoring based on set criteria
Batch processing of inventory records
Custom solution for installation audit
Custom solution for visit allocation for installations
Web services integration between Salesforce and third party systems for subscription data
Configuration of role-based access for reports and dashboards
3-Step development methodology that consist of developing on the Dev Sandbox, Testing on the QA Sandbox and moving to the Production
Requirements, Design and Release documents to start building any new components
Extensive usage of Triggers, Visualforce and Classes to write custom logic
Intelligent client developed in JavaScript and JQuery library
Preparing deployment plans and change sets to migrate the changes once completed
Use of local repository SVN and GitHub for configuration management
Supports responsive behavior for multiple screen resolution
Development using SFDC standards and best practices
