Challenges
- Process tickets (Remedyforce queue) received from a requestor – sales rep/AE within 48 hours SLA
- Create accounts, update and 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 following the below process:
- Validation of data against 3rd-party sources like DHC, D&B, secretary of state, NPI & Google/Internet, before creating an account
- Validation of the account name & address added by the client’s sales reps in Salesforce
- Validation and updating of details in all of the salesforce instances & SAP in case of a change request for name and/or address
Tools & Technologies
Salesforce
Key benefits
- After account creation in Salesforce/SAP, the sales reps are able to share accurate opportunities/contracts with customers significantly faster
