Salesforce Optimization & Process Automation for Engineering Fir
Evelyn N
Client: Kenya Industrial & Allied Safety Services Ltd.
Role: Operations Consultant
Objective: Automate business operations, improve team efficiency, and enhance customer relationship management using Salesforce.
Challenge:
The company relied on manual processes, causing inefficiencies, slow workflows, and data inconsistencies.
Solution:
Implemented custom Salesforce workflows to automate client onboarding, reporting, and follow-ups.
Created custom dashboards to improve data tracking and decision-making.
Integrated Slack & Salesforce to enhance team communication.
Provided training to the team to ensure seamless adoption.
Results:
50% reduction in admin workload due to automation.
Improved data accuracy, leading to better client retention.
Faster decision-making, as managers could track performance in real-time.
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Posted Feb 10, 2025
Evelyn optimized business operations through process automation and Salesforce customization, resulting in a 30% increase in efficiency.
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