IBA Group simplified interaction of the customer’s sellers and business partners in CRM Salesforce

Client

IT company

Industry

Software & IT

Business challenge

Create an application to support the customer’s sellers and business partners selling support and maintenance services.

Result

Now the project is at the MVP stage. The customer can already try the main functionality of the solution, which will be improved in future releases.

SOLUTIONS HIGHLIGHTS

Certified Salesforce developers from IBA Group commenced work under the project in September 2019. They joined a distributed team of 100 people, which includes experts in Salesforce, Java, etc.

The application is built on microservice architecture (REST). To manage support contracts, a new solution for Quote-to-Cash processes has been created. The system will be integrated with CRM and ERP platforms.

If the system identifies that the support contract will expire in the near future, then it automatically creates new sales opportunity. A separate customer structure – Territory Alignment – is responsible for the distribution of opportunity between sales specialists. When a sales specialist receives a notification, he/she can proceed to upsale in a timely manner – extend the contract or transfer it to another manager.