Opzilla Solutions transformed Veem’s operations by implementing Salesforce Sales Cloud, integrating Snowflake and Zendesk, creating custom automations, dashboards, and training
CONCTACT US
Veem Inc., a global payments platform serving businesses worldwide, needed to modernize their internal operations, centralize critical data, and strengthen collaboration across Sales and Customer Support. Their teams were relying heavily on Excel documents, disconnected systems, and manual workflows, resulting in slow response times, limited visibility, and inconsistent processes. Veem partnered with Opzilla Solutions to implement Salesforce Sales Cloud, integrate key tools, and build a unified operational foundation.
Opzilla Solutions deployed a scalable Sales Cloud environment tailored to Veem’s business needs. This included designing a custom architecture for lead management, account workflows, opportunity tracking, and customer lifecycle visibility across teams.
All legacy customer, sales, and operational data stored in Excel documents was cleaned, transformed, and migrated into Salesforce. This created a single source of truth accessible to both Sales and Support.
Integrated Snowflake with Salesforce to provide real-time access to customer, product, and transaction data. This ensured teams had accurate, up-to-date information without manual data pulls.
Connected Zendesk with Salesforce so Support agents could instantly view customer records, payment details, and interaction histories inside Salesforce. This drastically improved visibility and case resolution.
Built powerful automation workflows—including case routing, pipeline updates, customer health alerts, and data sync processes—to remove manual steps and streamline operations across departments.
Developed actionable dashboards for Sales Leadership, Account Executives, Customer Support, and Operations. These provided real-time insights into pipeline health, support trends, customer activity, and workload distribution.
Delivered hands-on training for Sales and Customer Support teams, introducing new workflows, automation-driven processes, and best practices. Ensured seamless adoption through documentation, sessions, and hypercare support.
The transformation delivered immediate and measurable operational improvements:
"Opzilla feels like an extension of our own team. Their Salesforce expertise helped us build scalable systems that support our growth, and their support has been top-notch from day one."
"The Opzilla team went above and beyond to streamline our lead management workflows in HubSpot. Their clear communication and tailored approach made a huge difference in our daily operations."
"We partnered with Opzilla during a major CRM migration, and they made the process smooth and stress-free. Their consultants are knowledgeable, responsive, and genuinely invested in our success."
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