Salesforce Case Studies & Business Success | Salesforce Implementation Case Study

Manage member databases, oversee memberships and subscriptions, and handle credentials and membership levels. Our solutions include a comprehensive member portal and support system to enhance member interactions and communications.

Manage client relationships, resource allocation, and employee utilisation. Our solutions also cover billing and invoicing, as well as prospecting to streamline professional services operations.

Manage franchise sales, track leads and potential opportunities, and coordinate meetings. Our solutions also support franchise expansion and management for effective growth and coverage.

Manage projects, staff, and resource allocation efficiently. Our solutions also facilitate large-scale communication to streamline construction operations and enhance project management.

Manage property sales, oversee project workflows, and streamline communication with residents. Our solutions includes robust member portals to facilitate seamless interactions .

Manage complex quotes, streamline manufacturing approvals, and oversee servicing processes with seamless ERP integration. Our solution ensures efficient workflows, enhanced coordination between teams, and automated approvals, driving faster production and delivery timelines.

Optimise tender management, streamline resource allocation, and enhance project efficiency with our integrated CRM and ERP solution. By unifying project tracking, consultant resourcing, and forecasting, our system ensures seamless workflows from tendering to project completion. The solution provides real-time insights, enhancing decision-making and reducing compliance risks, empowering organisations like ConnellGriffin to deliver superior results while positioning for future growth.

Streamline sales inquiries, asset management, and service scheduling with our comprehensive system. We help businesses efficiently track customer details, coffee machine assets, and maintenance schedules, ensuring timely servicing and accurate billing. By automating processes and centralising data, our solution supports scalability and adapts to diverse customer needs, from small retailers to large corporations, driving operational efficiency and customer satisfaction.

Enhance operational efficiency with a centralised platform for support workers and patients. Our integrated solution, combining Salesforce and NetSuite, simplifies timesheet management, payments, and support tracking. By automating processes and improving data accuracy, NDIS providers can focus on delivering quality care. The streamlined portal and robust integration ensure that support workers can efficiently manage their operations and payments, improving overall service delivery.