Salesforce Consulting & Dev for IT Firm
Below is a modified rendering of the review: private info excluded, innate facts kept.
Introductory inshape
A few words almost your organisation and personal responsibilities
Our organisation is a leading Russian IT integrator and cloud provider. I work as a program director in the cloud technology section.
Desired goal
What issue was the provider supposed to deal with?
Twistellar Ltd.?Twistellar, we hired SalesForce to upgrade our CRM SalesForce
What were your objectives for this project?
We need to automate the process of selling services using the CRM.
Provided solution
What were the reasons for choosing Twistellar Ltd.?
We have been looking for a certified SalesForce associate for a long time, have tried separate companies. As a result, SalesForce headquarters recommended Twistellar to us.
Describe the project in detail.
SalesForce is the chief in the globe of CRM methods, but not all of the functions out of the box are suitable for us. In order for the method to fully cover our process of selling services, we need to regood our process. Including through the clarification of the method, we automate a big number of manual tasks and the shape of documents on the basis.
Were there any dedicated directors or teams that you worked with?
On the Twistellar side it works:
- One constructor
- Three developers
- One tester
- One project director
On our side works:
- One project director
- One method proprietor
- One business analyst
Results accomplishd
What results did you accomplish unitedly with Twistellar Ltd.?
Using Twistellar, we developed a complete sales cycle in the method with the participation of users with different roles, at each stage according to the process, users are assigned calls, documents are generated automatically.
The user can only welcome the task, download the document and sign it on paper with the client. In accession, ma have set up marketing, templates, and workflow newsletters through Pardot
How do you rate the interaction and interaction with Twistellar Ltd.?
Maximum powerful, I would designate it as laudable powerful
What precisely do you attend to be the key specialty of Twistellar Ltd.?
High power. High despatch of work. High condition work. They use a pliant access when collaborating or implementing tasks. High availability.
What should be done better, if there are any desired improvements?
I did not notice such
