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Key user workshops on customer specific interfaces to and from a Salesforce CRM cloud solution

Project duration: 2 years

Brief description

A series of key user integration workshops is run to support a global roll-out project introducing sales and service processes on a Salesforce CRM cloud platform at a group customer from the medical technology / diagostics sector. The goal of the workshops is to transport some general understanding of basic landscape and functions of the interfaces in place between the SAP ERP system and Salesforce.com to the audience of key users. There's a strong emphasis on interface monitoring, including failure analysis and how to overcome errors. The workshops are concepted to contain some practical parts to show how to configure certain business aspects of the interfaces. The rational behind is to enable the attendees to solve certain issues and re-configurations on their own without the need to contact the support organisation. PTA is accountable to plan and prepare presentation and training materials as well as running the workshops.

Supplement

The workshops are carried out as on-site training courses for experienced key users of the Salesforce,com CRM cloud solution. The series of courses is held in different customer locations in Germany and abroad. The workshops reserve some time for discussions and information exchange (best practices, typical pitfalls, limitations, work-arounds, …) amongst the international auditorium of representatives from different country sales organisations.

Subject description

Salesforce.com is used to implement sales and service management at the customer. The complete lead-to-cash process starting with the first contact of a potential customer, via opportunity handling to the deal is covered by the features of the system. Repair visits of technical experts are planned based on inbound customer complaints as well as regular maintenance visits as granted by individual service contracts. A planning board helps to identify and assign the appropriate field service engineer based on availability, skills and technical requirements of each service visit. The engineers document their work in Salesforce from where it's forwarded to the ERP system for invoicing. Spare parts ordering and management completes the features of the service module.

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Ole Knudsen

Key Account Manager

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