Case Studies
Salesforce-Based Application Optimization & Standalone Product for a Sales Software Provider
The Opportunities
- Envisioned product couldn’t be fully realized due to the limitations of out-of-the-box capabilities of Salesforce
- Company desired to perform custom development within the Salesforce platform to achieve the desired functionality, aesthetic, and user experience
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The Solution
We created new, insightful and visually appealing views of the sales pipeline within Salesforce, and established new functionality in the form of a virtual salesroom to facilitate prospect communication and conversion, with detailed tracking capability and predictive analytics.
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Our Approach
- Optimize the product within Salesforce with improved workflows, iconography, taxonomy, and aesthetic rendering
- Fully designed the interface and interaction model for the new custom areas of the product
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