∙ Integration with Sonae, the Cloud Marketing and Service Cloud implementation team.
∙ Development of a tailored Sales Cloud solution.
∙ Process of proposing components for the automotive industry.
∙ 400 users between Europe and North America
∙ Sales Cloud configuration: opportunities, quotes, products, orders and financial approvals.
∙ Integration with Microsoft Navision.
∙ Improved business processes based on Sales Cloud: opportunities, orders, price charts, sales forecasts and custom documents generation
∙ Administrator’ training in order to configure the platform.
∙ Lead management automation, documents, opportunities and crane rental management.
∙ App Cloud-based customer support tool: web page for scheduling vehicle maintenance and customer management/scheduling.
∙ Project management tool, potential projects, news and investments.
∙ Sales Cloud setup: lead automation, opportunities, stocks, quotes and reports.
∙ Detailing with PHC: accounts, stocks, orders and commissions of the sales team.
∙ Support tool with automatisms, approval processes, workflows and SLA's.
∙ Sales Cloud: permissions’ hierarchy, activities and custom reports.
∙ Training users from various countries.
∙ Sales Cloud configuration: leads, accounts, opportunities, products, stocks, logistics and orders.
∙ Primavera integration for accounts, products and orders synchronization.
∙ Sales Cloud for financial platform: two-way integration with the Capitalise app, task automation and loan management.
∙ Tailor-made platform for managing doctors, patients, treatments and schedules.
∙ External forms for treatment scheduling.
∙ Community Partner for doctors.
∙ Billing tool development based on App Cloud, integrated with an external system.
∙ Platform for managing patents, trademarks and research grants.
∙ Platform for management of all customer support requests, with response time control, requests and Workflows automatic assignments.
∙ Sales Cloud: contact and budget requests automation, proposal creation and sales pipeline control.
∙ Sales Cloud: hierarchy by country, opportunity management, purchase orders and financial control.
∙ Sales Cloud: leads management, campaigns and their effectiveness per event.
Solution for the Legal department: process management, partnerships, industrial property, real estate and contracts.