Provider of Software Subscription Services in FinTech
After replacing their previous Salesforce Partner, the focus was to grow and enhance Salesforce functionality and enablement.
CONCTACT US
Client
Veem
year
Mar 2024
services
Sales & CPQ
platform
Salesforce
Project overview
The customer had limited in-house Salesforce expertise and a history of inconsistent system changes made by various admins. Their previous partner lacked multi-cloud Salesforce experience, causing projects to move slowly and miss key milestones.
With a tight deadline to launch a new Customer Community by the New Year, they needed a faster, more strategic approach. Additionally, a backlog of break/fix items required prioritization, and a comprehensive system review and Salesforce audit was essential to move forward efficiently.
Execution
We implemented a comprehensive Salesforce solution leveraging Sales Cloud, Service Cloud, Community Cloud, CPQ, Platform Cloud, and key third-party apps. The Desk.com portal was successfully migrated to a robust Customer Community to manage Cases, Knowledge Articles, and Chat functionality.
We supported the evaluation and integration of a CPQ tool to streamline software subscription sales and renewals with Intuit. Custom Apex Classes, Triggers, and Lightning components were developed to support new business processes, with improved test coverage for existing code.
The Service team was upgraded from Salesforce Classic to Lightning Experience, enhancing internal support workflows, while third-party applications were optimized for broader team adoption.
Project results
Communication between Sales and Support has significantly improved, while workflow automations have reduced manual work and strengthened reporting reliability through enhanced integrations and code updates. Code coverage improved by 27%, and we delivered quick time to value by launching the new Customer Community portal and completing the Lightning Experience migration within just 8 weeks.
Opzilla is now their trusted Salesforce partner under Managed Services, providing ongoing support, enhancements, and team enablement.
What our great clients say
"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."
Randeep Kaur
@veem
"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."
Renzo Dilvacchio
@storeforce
"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."
Susan McCregor
@thinktime
Expert consulting and personalized support to streamline your operations and help your business thrive.