Client Success Story - Leading Aesthetic solutions provider rolls out unified CX

Leading Aesthetic solutions provider rolls out unified CX

Salesforce & Persistent brought all the client’s disparate systems & data onto one platform to provide unified CX.

Challenges

The client is a leading hair restoration expert with over 40 years in the industry. Their operational challenges included a tough to maintain reporting system which required daily manual reporting, a disjointed scheduling system, a distributed POS with no implementation of payment gateway and the overall difficulty of managing so many separate systems seamlessly.

  • Installed Salesforce Einstein Analytics and the Salesforce CPQ solution.
  • Brought the entire POS under a Single Salesforce Platform.
  • Automated daily reporting module using Salesforce library management
  • Implemented a custom scheduler using the lightning platform to integrate into Salesforce.
  • Gave real-time solutions for 13 complex integrations between Salesforce and external systems.
  • Implemented PayEezy payment gateway integration with Salesforce.
  • Implemented Care Credit, HFD, UGA and Lending Club 4 credit application systems inside Salesforce.
  • Implemented custom CTI integration with Noble and Salesforce with automatic popup screens and activity creation
Impact of the solution delivered by Persistent

60%

Jump in Counsellor Productivity

50%

Increase in Referral Conversion

40%

Improvement in number of Scheduled Appointments

Outcomes
  • All data and reporting integrated into a single Salesforce platform prioritizing ease of usage and maintenance.
  • Created a one-stop-shop for all POS activities leading to seamless maintenance and accounting.
  • Empowered team to generate daily reports at the click of a button and auto-saving it in the Salesforce library
  • Eased operations by providing both CRM and Scheduling at a single place
  • Synced data in real-time between Salesforce CRM and 13 other external systems using SOAP and REST API integrations.
  • Enabled real-time acceptance of PayEezy payments by POS team.
  • All credit application process integrated into Salesforce.
  • Integrated Noble CTI into Salesforce resulting in integrated system for call centers.
Partners Involved

Contact us

You can also email us directly at info@persistent.com.

You can also email us directly at info@persistent.com