Name of the Project: CRM
client: beccar varela
SOLUtion: SALES CLOUD
The client had Salesforce as a CRM tool, but its sales process was completely personalized, which did not allow it to access the improvements and new features that the platform constantly introduces. In this case, personalized development had not been beneficial for Beccar Varela, but quite the opposite.
In addition, they had the need to manage campaigns, alliances with professional associations and grant access through the mobile application to all users.
Taking into account the complications that custom objects meant, we decided to opt for standard Salesforce solutions for sales processes. We migrated the database, campaigns were set up and a new course of action for professional alliances was modeled. In addition, within 5 months of the project, we managed to create a community of partners so that all users can have desktop and mobile access.