Salesforce Implementation for an IT Consulting Firm

Key Highlights

Overview

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

What Kcloud Did

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