Sales Cloud & Service cloud
Streamlining sales for continued growth we prioritized, data integrity.
Project Highlights
Custom development of Service Cloud & Sales Cloud Companywide Salesforce training Streamlined sales workflow
Intention
MicroBlink is a global AI company that builds computer vision software. In 2020 and 2021 they were listed as one of the fastest-growing companies by the Financial Times. Recently MicroBlink came to us looking to streamline their sales processes. With demand for their services on the rise, and a tightly managed capital injection, they needed a strategic partner who could take a sizable and complex sales environment and integrate it into one system. MicroBlink’s sales operation spans across 60 countries, numerous industries, and multiple stakeholders. More than anything, MicroBlink required a single source of truth in order to continue growing effectively. Our goal was to provide them with a tool to help them continue their exponential growth, without disrupting what they do best.
Implementation
We built MicroBlink a sales platform from the ground up using both Salesforce Sales Cloud and Salesforces Service Cloud. In order to be effective, we needed to integrate multiple proprietary data sets from different existing sources. We prioritized data integrity throughout this process utilizing validation rules and metadata mapping, to ensure that information was present and accurate. In addition, we implemented system training for various stakeholder roles across the company. This was a global widespread initiative where we utilized publicly available trailhead modules for self-learning and custom training for specific user groups. Post-deployment, we leveraged and trained internal staff members on how to properly troubleshoot and manage the system in order for it to be self-sustainable within their organization long term.
Impact
The impact of our integrated sales system was widespread. It allowed their team to streamline their sales efforts, increase visibility on their targets, and manage the health of their sales pipeline. It also improved customer success by providing them with up-to-date information on their client base. It was deemed a huge internal success. We were able to then customize the integration for various stakeholders based on their needs, which resulted in companywide buy-in of the system. We built autonomy within their internal team to operate and manage the system on their own. Most importantly, this system enabled MicroBlink to continue to scale across various industries without disruption.