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Business Situation & Challenges Customer Benefit Saxon Global Solution Saxon Global Case Study Salesforce is the plaorm for the Customer’s sales and services management. The process from sale to actual implementaon (installaon) of the Solar Product involves complex informaon flows. Updang informaon in a stage of the process had to be reflected in the related stages. There were mulple data areas whose updates were not synchronized and were resulng in errors and needed manual checks. Saxon Global Solution Implemented Triggers based approach to synchronize the informaon flow in the complex business process. Separated the trigger update logic from complex business logic Flexibility in configuring the update logic independent of the complex business Best Pracces. Strategy Soſtware Paern followed in Trigger implementaon About the Customer A US based fast growing provider of alternave energy soluons. SOLAR ENERGY SOLAR ENERGY 40 % quicker closure on orders with Saxon Global’s Salesforce implementation 40 % quicker closure on orders with Saxon Global’s Salesforce implementation Technology Platform Methodology Salesforce.com Custom Agile Triggers Apex Classes on orders with the help of Saxon Global’s Salesforce implementation QUICKER CLOSURE 40% TECHNOLOGY PROCESS PEOPLE No manual checks and correcons Synchronized flow of informaon and computaon www.saxonglobal.com

Case study_Sales Force_Solar energy company

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Page 1: Case study_Sales Force_Solar energy company

Business Situation & Challenges

Customer Benefit

Saxon Global Solution

Saxon Global Case Study

Salesforce is the platform for the Customer’s sales and services management. The process from sale to actual implementation (installation) of the Solar Product involves complex information flows. Updating information in a stage of the process had to be reflected in the related stages. There were multiple data areas whose updates were not synchronized and were resulting in errors and needed manual checks.

Saxon Global SolutionImplemented Triggers based approach to synchronize the information flow in the complex business process.

Separated the trigger update logic from complex business logic Flexibility in configuring the update logic independent of the complex business Best Practices.Strategy Software Pattern followed in Triggerimplementation

About the Customer

A US based fast growing provider of alternative energy solutions.

SOLAR ENERGYSOLAR ENERGY40 % quicker closure on orders with Saxon Global’s Salesforce implementation40 % quicker closure on orders with Saxon Global’s Salesforce implementation

Technology Platform

Methodology

Salesforce.com

Custom Agile

Triggers Apex Classes

on orders with the help of Saxon Global’s Salesforce implementation

QUICKER CLOSURE

40%

TECH

NO

LOG

Y

PROCESS

PEO

PLE

No manual checksand corrections

Synchronized flow ofinformation and computation

www.saxonglobal.com