PROJECT OVERVIEW
It’s really important to understand the potential of Salesforce for the business growth. There are few parts of this project, The major was to increase the adaptability of Salesforce with the different parts and process of business. Another part was to make sure that information flow between all the employees and the client is flawless and effective.
ABOUT THE CLIENT
Challenges
- Global consulting and software engineering specialist for the financial industry.
- Clients specialize in design, engineering, operate and optimize critical technology and business solutions for organizations working in the complex world of finance.
- More than 500+ employees support financial institutes around the globe.
- Salesforce was used as normal database to manage client information
- With zero automation and enhancement, Salesforce has not been used to full capacity.
- Only the Sale team is the key stakeholder of Salesforce, but the client also wants other departments to be part of Salesforce.
- Reporting was also a major challenge, due to inconsistency of data entry by Sales team Management was not able to get reports to depend / trust upon.
OUR SOLUTION
- Salesforce was designed to provide better support to all the departments like HR, Sales, Operations, Accounting and Management
- Contract Generation, Payroll management, leave management, performance review and other HR related applications were built to support the HR team.
- Project Management application was built to support company employees and sales team who are working on live projects.Appexchange products like conga, and ecosign, were installed to allow multiple teams to generate documents and electronic signature functionality from salesforce.
- Functionality was build to gather feedbacks for client using apex public pages
- Using Salesforce tools like Apex, and Visualforce invoice generation functionality was built.
- Build an CMS system in salesforce to build websites using apex and visual force.
- Salesforce employee communities / Portals were built for their employees daily activities like enter their time on projects, fill performance review forms, apply for reimburses, apply for leaves etc.
BUSINESS BENEFITS
- By becoming part of Salesforce all departments got benefits of Salesforce.
- HR team was able to get updated information for all the employees because of the employee community / portal
- Accounting team was able to generate Invoices due to easy access to employee timesheets and project details on one single platform
- Sales and Management teams were able to generate proper reporting due to accuracy of data.
- Integration with the website became easy due to the CMS system built in Salesforce.
- Better monitoring of the project was possible using multiple custom objects and custom development.
About Emorphis
Emorphis Technologies provides software development and technology services that help businesses improve their digital capabilities. Our expertise covers Salesforce, software product engineering, enterprise applications, AI, cloud, and DevOps, supporting organizations across their technology transformation initiatives.
As an enterprise software development company, we build applications that are designed for scalability, flexibility, and long-term use. Through AI software development, we help organizations integrate intelligent automation, AI-enabled functionality, and smarter workflows into their digital operations.
We support digital transformation by helping businesses modernize their technology landscape and adopt solutions that match their evolving requirements. From Salesforce consulting and software product development to AI integration and cloud modernization, we focus on creating technology that delivers practical business value.
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