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Salesforce Implementation for an IT Consulting Firm

Key Highlights

  • Implemented Salesforce Sales Cloud for streamlined lead management and automated follow-ups.
  • Integrated Service Cloud with AI-powered Ventas AgentBot for efficient customer support.
  • Custom project and billing management solutions within Salesforce.
  • Automated contract generation with Salesforce CPQ.
  • Enhanced analytics with custom dashboards via Tableau.

Overview

A US-based IT consulting and software development company with 300+ employees, offering software solutions and IT support services.

What Kcloud Did

  • Salesforce Design: Implemented Sales Cloud for automated lead tracking, follow-ups, and AI-driven forecasting.
  • Customer Support Automation: Integrated Service Cloud with Ventas AgentBot for AI-powered self-service support via WhatsApp and SMS.
  • Project & Billing Management: Developed custom Salesforce solutions for tracking project progress, resource allocation, and automated billing using Salesforce CPQ.
  • Analytics & Reporting: Enhanced data visibility with Tableau-powered dashboards for real-time decision-making.

Key Improvements

40%

Increase in lead conversion rates through automated sales processes.

60%

Reduction in ticket resolution times with AI-powered support.

20%

Improvement in revenue tracking and billing efficiency.

challenges

Challenges Faced

solutions

Solutions Offered

Disorganized sales processes with manual lead tracking and inconsistent follow-ups.

1

Slow customer support due to scattered communication systems.

2

Lack of centralized tracking for ongoing projects and billing processes.

3

1

Sales Cloud Setup: Automated lead assignment, follow-up tracking using Ventas SMS App, and AI-powered forecasting.

2

Service Cloud & AI Chatbot (Ventas AgentBot): Enabled instant self-service for IT support, integrated WhatsApp and SMS for communication, and reduced ticket resolution times with AI-driven case routing.

3

Project & Billing Integration: Developed custom Salesforce solutions for tracking project progress, resource allocation, and automated billing via Salesforce CPQ.

solutions

Solutions Offered

1

Sales Cloud Setup: Automated lead assignment, follow-up tracking using Ventas SMS App, and AI-powered forecasting.

2

Service Cloud & AI Chatbot (Ventas AgentBot): Enabled instant self-service for IT support, integrated WhatsApp and SMS for communication, and reduced ticket resolution times with AI-driven case routing.

3

Project & Billing Integration: Developed custom Salesforce solutions for tracking project progress, resource allocation, and automated billing via Salesforce CPQ.

Results and Benefits

Results and Benefits

  • Improved sales efficiency through automated workflows and structured lead management.
  • Faster and more efficient customer support with AI-driven case routing.
  • Enhanced revenue tracking and billing accuracy, reducing manual errors.
  • Real-time analytics with Tableau, enabling smarter business decisions.
ONKAR JOT
ONKAR JOT

CEO’S EXECUTIVE KCT LTD

"i must say, i am impressed by the professionalism of the kcloud team. we had requested them to work on the first phase of our salesforce project and they completed before the estimated timelines, at a reasonable cost and 100% accuracy. i wish the team to keep it up."
DAVID SHEDD
DAVID SHEDD

VP CLIENT SERVICES MINDS EYES

"kcloud team are extremely responsive and are able to do some pretty great things in salesforce. the team at kcloud know salesforce very well, and work expediently and diligently to get the job done. it is nice to have a partner who you can rely on."
ROSA THOMAS
ROSA THOMAS

VICE PRESIDENT OF FINANCE AND ACCOUNTING SVN INC.

"working with kcloud team is a dream! i could not have been more pleased. they finished the work on-time and on-budget. plus he provided 30 days of free technical support! this will be a life-long partnership!"

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