Posts Tagged ‘wedid-salesforce’

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: 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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WeDid: Contact to Update Own Information Externally

Challenges The company send newsletters to their clients based on the topic they subscribed. From time to time, in order to get the latest update from their client. They will need to send a paper form to the clients. Once the clients update the topics, the admin can then arrange for the newsletter. Limitation of…

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WeDid: Mentoring Programme Using Partner Community

Challenges A non-profit organisation requires the help of the mentors from different non-profit organisations to assist the less fortunate community in search for course placement and job placement. However, they may not access any internal information. The mentors need certain record visibility such as: contact records opportunity records placement records pathways for each contact  …

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WeDid: Automated Energy Savings Certificate (ESC) Calculations

Challenges The IPART has a specific formula for the Energy Savings Scheme (ESS) to calculate Energy Savings Certificates (ESC). The company needs to capture the baseline lighting system (current) and compare it with the upgraded lighting system (proposed). The current calculation is done using excel and it poses some challenges: the calculation is not accurate…

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WeDid: Managing Reseller Accessibility Using Partner Community

Challenges The resellers of the business organisation are currently using the following model to track the inventory and price of the products.Business organisation <- sends/retrieves inventory spreadsheet -> Reseller 1Business organisation <- sends/retrieves inventory spreadsheet -> Reseller 2Business organisation <- sends/retrieves inventory spreadsheet -> Reseller 3The above model requires: manual entries between the resellers and…

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WeDid: Automate Installation Job from Closed Opportunity

Challenges The business organisation runs an electrical appliance shop. The typical sales cycle for this business includes: sales to convert leads to account/opportunities sales to close won successful opportunities coordinator to receive a notification from sales coordinator to manually create an installation record (custom object) and link to the closed won opp to track on…

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