Empowering Tech Firms
with Tailored
CRM Integration
OVERVIEW
Elevating CRM Operations in Tech with Tailored Salesforce Solutions
Since 2020, Enzigma has been a trusted Salesforce implementation partner for a leading technology company, helping them harness CRM capabilities for streamlined operations, enhanced customer experiences, and robust data management.
By addressing critical challenges in data accuracy, process automation, and system integration, Enzigma empowers the client to operate with improved efficiency and agility in a highly competitive market.
CHALLENGES
Identifying Obstacles in CRM Efficiency and Data Integrity
The technology company faced several critical CRM challenges:
Data Duplication Issues
Inaccurate and redundant lead data compromising operational efficiency.
Poor Customer Support
Overwhelmed support teams handling repetitive queries without automation tools.
Inconsistent Billing
Manual billing processes leading to errors and delayed transactions.
Complex Merchant Relationships
Difficulty managing hierarchical relationships among merchants and accounts.
Delayed Product Launch
Challenges in integrating and streamlining CRM workflows for new product launches.
Data Vulnerabilities
Insufficient safeguards for handling sensitive customer and operational data.
CHALLENGES
Identifying Obstacles in CRM Efficiency and Data Integrity
The client faced challenges with duplicate data, unstructured account hierarchies, complex product packaging, and inefficient billing and notification processes. Enzigma’s goal was to build a structured, automated CRM system that could reduce manual workload, improve data integrity, and facilitate seamless operations across multiple touchpoints.
IMPLEMENTED SOLUTIONS
Comprehensive CRM Enhancements for Scalable Business Operations
To meet the client’s objectives, Enzigma implemented the following tailored Salesforce solutions:
MuleSoft Integration for Data Accuracy
Reduced duplicate leads by 95%.
Enhanced Bot Functionality with Einstein Bots
Improved onboarding and FAQ handling.
Automated Billing Process
Ensured timely, error-free transactions.
Merchant Hierarchy Structuring
Simplified parent-child account relationships.
Automated Notifications and Reminders
Provided alerts and reminders to boost productivity.
New Product Launch Framework
Enabled seamless integration of new services.
Data Privacy and Security Measures
Protected data with secure, permissioned access.
Milestones Achieved
Tangible Improvements and Business Impact
Through these tailored solutions, Enzigma helped the client achieve measurable improvements in operational efficiency and customer satisfaction. Key milestones include:
95% Reduction in Duplicate Leads
Enhanced data quality.
Simplified Billing and Product Packaging
Reduced time-to-close and billing accuracy.
Secure Data Sharing
Secure, compliant data handling across teams.
Enhanced Customer Support via Bot Assistance
Faster issue resolution and improved satisfaction.
Improved Hierarchical Management
Improved operational clarity.