Salesforce
Salesforce
Confidential
Salesforce Sales Cloud, Salesforce Service Cloud
4 people
Confidential
Our client, a prominent business in Vietnam, faced the challenge of transitioning from a traditional paper-based system to a modern, cloud-based infrastructure. They sought an efficient sales management system to streamline their operations and enhance productivity. Recognizing the need for digital transformation to stay competitive in their industry, they partnered with SotaTek to achieve this goal.
The client approached SotaTek with a comprehensive set of requirements aimed at modernizing their operations. Their primary objectives included:
However, the project presented several significant challenges:
Given these challenges, the client sought a solution that not only facilitated the transition to a cloud-based system but also unified their departments under a common platform, optimizing efficiency and reducing operational costs.
To address the challenges faced by the client, SotaTek devised a series of strategic solutions, leveraging advanced technology and a phased implementation approach to ensure smooth and effective transformation.
Technology Stack:
The backbone of our solution was built on the robust Salesforce platform, utilizing Sales Cloud and Service Cloud. These technologies provided the client with a scalable, flexible, and powerful foundation to manage their sales and service operations efficiently. The integration of these platforms ensured seamless connectivity with existing on-premise systems, including Accounting and HR, creating a unified and cohesive infrastructure.
The collaboration between SotaTek and the client yielded impressive results within a span of just five months. Our phased implementation approach ensured that departments gained access to the new system swiftly, enabling them to transition from their old, paper-based processes to a modern, cloud-based solution with minimal disruption.
One of the most significant achievements was the substantial reduction in operating costs. By optimizing resource allocation and minimizing the number of licenses required, we were able to cut operational expenses by an impressive 60%. This not only provided immediate financial relief but also established a more cost-effective framework for future growth.
"We are extremely pleased with the results delivered by SotaTek. Their strategic approach and phased implementation allowed our departments to adapt seamlessly to the new system. The impressive 60% reduction in operating costs has greatly benefited our organization."
Overall, the successful deployment of the Sales Cloud and Service Cloud platforms, coupled with seamless integration with existing on-premise systems, has empowered the client to operate more efficiently and effectively. The positive feedback from employees and the rapid adaptation to the new system underscore the success of our collaborative efforts.