White-Glove Salesforce CRM Solutions for Growth

Approval Process Automation
Approval Process Automation

Leveraging Salesforce's Advanced Approvals, created a highly configurable and targeted approval process that supported Product Verticals, Region, and Department

Sales Manager
Business Strategist
Salesforce

Salesforce AI Setup
Salesforce AI Setup

Set up Einstein Prompt Builder and CoPilot to assist Support Manager with assessing high-impact cases and providing recommended next steps.

Sales Manager
Business Strategist
AI Developer
Salesforce

Email-to-Case Automation Process
Email-to-Case Automation Process

Establish automated Case ticketing system and notifications to external and internal users by leveraging out-of-the-box Salesforce functionality.

Backend Engineer
Business Consultant
Customer Support Representative
Salesforce