Success Stories – AAICI

The organization needed a project management tool that could be integrated with the records they previously had in Salesforce. It was important to find a solution that allowed users to visualize the tasks of the project to be carried out in GANTT format.

In response to the needs of AAICI, we achieved the implementation of the “Inspire Planner” application of the Appexchange in just two months. Automations were carried out to relate the projects to Accounts and Personalized Objects.

A successful process of adoption of the tool by end users was achieved. To those who we also accompany once the solution is implemented, performing corrective and evolutionary maintenance. In addition, we managed customer communication with Salesforce.

In this way, we facilitated the planning and execution of the projects undertaken by the Agency; that thanks to a better organization of his tasks he was able to provide a better service to his clients.

The Agency needed to manage and organize communication actions for and with diplomatic representations of different countries. The aim was to optimize processes to develop beneficial relationships for both parties.

We accompanied the AAICI in the implementation of a model of personalized objects that we developed to record their activities. Automations, approval processes, email alerts and validations were configured to ensure the traceability of information and data consistency.

The customized solutions were successfully implemented, and as new actors were being incorporated and the stages of the process were being complexed, the necessary adjustments were made. The client noticed improvements in relations and bidirectional communication with their audiences, obtaining new opportunities and generating a differential value for the competition.

It was successfully implemented and the necessary adjustments were made when new actors were added and the stages of the process were complexed.

When conducting online surveys, the client faced numerous limitations in terms of integrations with Salesforce. The objective then was to optimize the use of the GetFeedBack tool, expanding the relationships between the custom object and other Salesforce objects. In this way, what was sought was to increase the functionalities to survey more accurately and obtain accurate data.

By modifying the data model, the relationships between objects were used to record different types of events, and add new surveys to the model, among other improvements. As it is a B2B business, the CUIT validation functionality prior to the survey was implemented.