Challenges
- Process the tickets (Remedyforce queue) which is received from a requestor – sales rep/AE. (Request should be completed within 48 hours SLA)
- Account creation, update, merge in legacy Salesforce CRM & Sibel
- Create/update bill-to, payer, ship-to, sold-to & site in SAP GUI 740
Solutions
- Created accounts in Salesforce/SAP, follow the below process:
- Before creating an account, we validated against 3rd-party sources like DHC, D&B, secretary of state, NPI & google/Internet
- Validated the account name & address which is created by the client’s sales reps in Salesforce
- If there is an update request for name change and address, we validated & updated the details in all the salesforce instances & SAP
Tools & Technologies
Salesforce
Key benefits
- After account creation in Salesforce/SAP, the sales reps can share accurate opportunities/contracts with customers significantly faster
