Using the Customer Communities feature of Salesforce, the Site Access Portal uses Visualforce to deliver a step by step wizard that leads the user through the process of selecting a site, logging details of the dates and reason for access, adding the workers that will be going on site and also uploading important documentation for Health and Safety purposes. The Requests are logged and managed as Cases in Salesforce.

A new object was created to help capture property availability and cost. We then created Visualforce pages, for desktop and Salesforce 1, to view the availability over a given period and what had already been offered. From here the user would select the slots that they would like to offer to the client before sending the selection to them with the cost of each option.

We created a Visualforce page that would be opened from the Order. Once open it would only show the One-Off chargeable items, in this page the user has the option to select which of the line item's need to be invoiced or to create a new Invoice Line item. A batch process then runs for each active customer account to find all recurring Order Items and create a single monthly invoice. The automated invoice is then sent.

The customer needed a solution to reduce a drawn out sales call process by providing the sales users with product information faster. In addition, the solution needed to deliver insight into operational holdups relating to product development.

We developed a bespoke application to bring product development data into Salesforce and provide visibility to sales around product lifecycles and availability, allowing them to adopt guided selling. The output led to smarter design and planning of their FinTech solutions and quicker revenue realisation based on real time data.

We used standard Web-to-Lead HTML script to capture and submit the details into Salesforce. Once the data is captured it is checked and an order is created. If the conditions are met, the lead, that was created via the Web-to-lead form will be deleted to avoid duplicates.

Salesforce Consoles were used to provide an easy way to make and receive phone calls whilst working on multiple records at the same time. A softphone was also created to allow users the ability to see information about the number phoning in, if a match could be found in Salesforce. New Leads or Cases could also be created from the softphone and once the call had ended a Task is created and saved against the record in Salesforce.

As part of the Salesforce implementation, we used Jitterbit Data Loader to automatically upload Order information from the ERP system each day. The order information is automatically attached to the appropriate Account and Opportunity when uploaded and custom code closes the Opportunity automatically, saving the Sales people time and effort while providing up to date information. The Order information is then included in the Sales Dashboards as part of the KPI reporting.

Salesforce Live Chat was configured to ensure that the button on the website would be activated when agents are available to accept chat requests. Requests are routed to agents based on skills required, location and available/workload. The chat transactions are then saved against the Lead/Contact and/or Case once the session ends.