Salesforce Processes Optimization
The team started by conducting a thorough analysis of the tools and practises used by the client in their business processes. One of the major problems we identified was that multi-year contracts had invoicing iterations for every single year, resulting in complexity and the need for manual adjustments. We introduced the ability to invoice multi-year contracts at once and removed the manual process of populating custom fields for receiving the correct amount and period of invoice.
Another issue was the duplicate invoicing in various tools, such as Zoho and Microsoft Navision, to facilitate different process needs. The cross-platform duplication of data increased the volume of manual work and sources of reference, as well as potential conflicts and deviations. The team eliminated the Zoho invoicing so that no data duplication would occur.
In addition, we introduced a new custom object that manages the invoicing process and stores related information with all the necessary details so that the data matches across all reference points. Due to the agile object structure and relationship that were achieved, the invoices can be tracked at any stage, such as opportunity or account. This enables flexible tracking and reporting, allowing operators to get a clear and well-structured overview of all related entities with quick access to relevant data. We also added an option for managed visibility and another object that allows the client to store and highlight important files in Salesforce.