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