Posts Tagged ‘wdci_wedid’

WeDid: Salesforce Health Check

Health is important for all humans and also for your IT system’s! Keeping your IT system’s healthy helps in sustaining a better business. For example, Salesforce being your company’s CRM system.   Keeping Salesforce healthy helps you access your customer information in a smother and safer environment.   As such, we’ve recently helped our customer…

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WeDid: Enhanced Recurring Event in Salesforce

Challenges The customer manages their clientele function bookings (i.e. company meeting, birthday party, wedding dinner, etc.) within Salesforce via a custom event app and integrated with a calendar app to display each of the events in the calendar view. Requests from their clientele for recurring functions/events such as weekly board meeting, community discussion and many…

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WeDid: Marketo and Infor (Formerly known as Saleslogix) Integration

Challenges The customer uses Marketo to track incoming leads that would need to be converted to accounts and contacts respectively in their Infor CRM system. The customer would also like to track all field changes and/or activities that occur in Marketo into Infor as the contact related activities, as well as other custom records being…

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WeDid: ActionHRM and Kallidus Integration

Challenges Customer is tracking employees information through ActionHRM (A Human Resource Management System). These employees need to be tracked as a student record in their Kallidus system (being a student and learning management system) too.   Solution       Purpose To ensure student records in Kallidus system is up to date from the ActionHRM…

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WeDid: Using Salesforce in a Residential Care Environment

Challenges The main business requirement for the aged care facility was streamlining all the information to a single point of data entry as well as providing transparent updates to the residents.  Optimal care of the resident is enhanced when all data is stored in a single system. Data such as medical records, progressive monitoring and the sharing of social…

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WeDid: Campaign Response Tracking

Challenges Faced with some restrictions using Enterprise Edition this client requested multiple automatons in regards to tracking their clientele responses for running campaigns targeting existing clients response on prospective products being added to the Product List (assessing product validity) using the campaign object.   Solution By creating a custom object and reusing the same process…

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WeDid: BCI Data Modelling in Salesforce

Challenges Data intelligence and leads coming from BCI are the core sales opportunity in the business of our chemical construction site service customer. These leads are externally provisioned through CSV files and it needs to be tracked in Salesforce so that it can blend into other business data. The convergence of these data will help the customer form a powerful…

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Waringa Distribution implements Salesforce for Sales and Asset Tracking

Waringa Distribution (https://www.agrispread.com.au/ and https://www.elmersmfg.com) imports, sells and distributes the Agri-Spread range of Spreaders and Elmer’s range of Chaser Bins and Transfer Tracks. Challenges There was a requirement to implement a solution that met the following criteria: Ability to retire the excel based and access based solution that was in place. A cloud solution accessible…

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WeDid: WordPress WooCommerce and Netsuite

Challenges Customer is hosting a website where visitor are allow to register and login. Visitor and existing users are allow to make purchase through the website too but the transactions and payment would need to be tracked through Netsuite.   Solution     Purpose To sync product, website users and sales transaction between website (WordPress…

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WeDid: Salesforce Skedulo Case Integration

Challenges This companies main revenue source is derived from the repair services and additional products they provide to the commercial and residential business. The technicians are required to repair items, keep track of replacement products issued to the customers, collect signatures, take images of the issues found, advise the next technician to onsite of the job…

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