Category Archives: Case Study

Section for case studies

Case Study: Amnet Sales Automation

amnet_logo

AMNET provides responsible and effective data driven display advertising, performance marketing and brand campaigns. We fuse smart Demand Side Platform technology and data to improve our service delivery to clients by buying highly targeted multi channel media.

Challenge

Sales Automation was a key challenge for Anmet in early 2015 with many sales processes being handled in outdated tools. Management visibility into new sales and renewals was not accurate which made forecasting revenue difficult and time consuming.  With a complex sales model finding an off the shelf product was not an option, so a solution was required that could be customised to fit the specific needs of the Sales team. The solution needed to be flexible and customisable to handle changes to process and or product as they occur.

Solution

The choice of Salesforce.com as the leading sales automation platform was not a difficult one. Choosing the right partner who could plan, customise and deploy the initial release was critical. Amnet chose WDCi as the implementation partner. Together we designed and released a successful Sales Automation process that included the following key features:

  • Tracking of Campaigns, Advertisers and Insertion orders
  • Quote templates that were created automatically from the platform
  • Tracking of revenue projections by channel or advertiser
  • Handling rate calculations
  • Automated renewals

Since launch in 2015, Amnet has expanded its use of SalesForce to manage client billing as well as to become the source of truth for all business intelligence for the company.

Vikki Pearce, Head of Commercial ANZ noted that “Salesforce has enabled us, as a rapidly growing and ever-changing business to build a stable and effective platform from which to deliver our business objectives and provide a robust and accurate data set. WDCi have been fantastic in supporting us customise the platform to our needs and as we continue to evolve we hope to continue working together closely.”

CASE STUDY: Sales and Asset Tracking

Waringa Distribution (http://www.agrispread.com.au/ and http://www.elmersmfg.com)    imports, sells and distributes the Agri-Spread range of Spreaders and Elmer’s range of Chaser Bins and Transfer Tracks.

1600 Bushel HaulMaster Agrispreader256

Challenges

There was a requirement to implement a solution that met the following criteria:

  1. Ability to retire the excel based and access based solution that was in place.
  2. A cloud solution accessible from anywhere.
  3. Ability to track Agri Spreaders and Chaser Bins that are sold by Distributors or sold directly – in multiple countries.
  4. Ability to track machine level detail, including location and warranty details.

Solution

Waringa Distribution chose to implement Salesforce.  WDCi was engaged to customise Salesforce to store the above information and provide reporting information on the data in Salesforce.

The recent upgrade to licensing for Professional Edition also allowed for the ability to use record types to segregate sales for AgriSpreaders and Chaser Bins.

The components of the solution were:

  • Salesforce Professional Edition.
  • Customisations to store detailed Machine and Distributor information.
  • The build of a configuration tool to configure the spreader to customer requirements.
  • Tracking of orders from manufacturer to consumer.
  • Asset information, including the tracking of  warranty status for the asset.  
  • Case management to track warranty issues.

Lyndon Crudeli, General Manager of Waringa Distribution noted that “Implementing Salesforce has enabled Waringa Distribution to continue to expand our business and provide a platform that will enable continuous growth to happen.”

Wedid: Sage SalesLogix CRM and Aprimo Integration

Challenges

The client is using both Sage SalesLogix CRM and Aprimo to handle the sales cycle and marketing. And, they want both of the Sales and the Marketing team always have the updated information.

Solution:

slx_marketo

Purpose The customer records between two systems need to be consistently synced to avoid invalid information and duplicate entry.
Applications Sage SalesLogix CRM
Aprimo
Versions Sage SalesLogix CRM On-Premise
Aprimo (Marketing Studio)
Tool Boomi
Information SalesLogix Company <> Aprimo Account
SalesLogix Contact <> Aprimo Audience Member
Data Formats JSON and XML
Volumes ~100/day
Process SalesLogix Company create/update Aprimo Account (Bi-directional)
SalesLogix Contact create/update Aprimo Audience Member (Bi-directional)
Schedule Every 15 minutes
Complexity Medium

 

Case Study: Donington realises a rapid ROI for their business with Salesforce Sales Cloud

Challenges

Implement an enhanced solution for sales automation, customised to match our business process. Deliver an eective solution that will save
time in cost calculations and business reporting.

Solutions:

  1. Salesforce Sales Cloud Enterprise Edition.
  2. Customisations including:
  • Auto emailing.
  • Program cost calculations.
  • Auto alerts and task creation – with variable due dates.
  • Auto job-number allocations.
  • Reports and dashboards.
Read more on the case study.

 

Case Study: Upskilled brings together CRM, sales automation and Student Management with Salesforce

Challenges

Implement a solution for sales automation and student management, providing a high level of visibility to our pipeline as well as courses, course details, delivery and student attendance.
Deliver a solution that will scale and enable us to grow the business in addition to enhancing our compliance requirements.

Solutions:

  • Salesforce Sales Cloud Enterprise Edition.
  • Integration to JobReady using the Dell Boomi Atomsphere integration platform.
Read more on the case study.

 

Case Study: WhippleHill uses cloud integration to automate the sync of information between Netsuite and JIRA

Challenges

Running NetSuite for support and JIRA for development meant there was no connection between Issues in both systems. Product Owners,
Developers, QA Testers, and managers had to check the two separate systems to see the whole picture, often hourly. JIRA users could not see the NetSuite issues on their project boards so they never had a clear picture of everything on their plate. Agile product owners could not size their sprints well because the time-boxed NetSuite work was not accounted for in the sprints. An integrated solution was needed so that the support sta could see this information in Netsuite and development could continue working with JIRA.

Solutions:

A solution was built on the Dell Boomi integration platform. All development and management of the Atom is performed in the cloud and no additional software is required to be installed on-premise. Utilizing Boomi’s NetSuite and JIRA Connectors, WhippleHill’s Netsuite and JIRA issues are able to synchronize seamlessly

Read more on the case study.

 

Case Study: FRC Environmental realises a rapid ROI through the implementation of Salesforce

Challenges

Implement a solution for sales automation, customised to
match a very specific business process. Deliver a cost-effective solution that will document communication with our clients. Implement a platform that will provide the basis for integration with third party applications in the future.

Solutions:

  • Salesforce Sales Cloud
Read more on the case study.

 

Case Study: Express Solar implements an end-end solution through Salesforce, Saasu and cloud integration

Challenges

Implement a solution for sales automation, a solution for accounting and nance and integrate the applications. Deliver a cost-eective solution that will scale and enable rapid response to our customers.

Solutions:

  • Salesforce Sales Cloud
  • Saasu online accounting
  • WDCi – Salesforce – Saasu Integration Sync

Read more on the case study.

 

Case Study: Fulton Hogan secures Salesforce with PingIdentity

Challenges

Fulton Hogan had an existing SSO solution for browser based user access to the Force.com platform. The solution worked for browser based access but did not cater for applications that required the use of other methods of connection to the Force.com platform, such as the Salesforce for Outlook plug-in, Salesforce mobile app and other custom applications that use the Force.com APIs.

Solutions:

Fulton Hogan engaged WDCi, to design and implement a solution using the PingFederate product from Ping Identity to perform the following functions:

  • Browser Based SSO using SAML2
  • Mobile Access via OAuth2.0 and SAML2 combination
  • Chatter Desktop Access via SAML2
  • Outlook access via SAML2 (New Outlook client)
  • Optional Outlook Connect via Delegated Authentication or direct login
Read more on the case study.