Client Overview:
The client is a San Francisco-based company renowned as a global leader in power electronics for solar efficiency. With a presence in over 28 countries, they have achieved market leadership in the United States, Canada, Australia, and several European countries. As a fast-growing business, they sought ongoing technology support to align their systems with evolving business strategies.
Business Challenges:
- Merger Integration: The client underwent a merger and needed seamless data integration from HubSpot to Salesforce.
- Post-Merger Integration: A migration from QuickBooks to Salesforce was required for streamlined financial processes following the merger.
- Channel Visibility Solution: Enhancing partner engagement and visibility by implementing Salesforce Experience Cloud.
- Global Business Support: Continuous support for Salesforce to accommodate dynamic global business needs, urgent requirements, and regulatory changes worldwide.
Selectiva’s Solution:
We comprehensively addressed the client’s challenges, providing a tailored solution to their evolving needs –
Data Migration:
- Conducted data cleansing and merged common accounts during the migration from HubSpot to Salesforce.
- Ensured data integrity and eliminated duplicate accounts during the QuickBooks to Salesforce migration.
Reports and Dashboards:
- Created and customized reports and dashboards for enhanced data visualization and analytics.
- Implemented Salesforce tools like chatter, flow, process builder, workflows, and approval processes.
Channel Visibility Solution:
- Developed a customized application on the Experience Cloud, offering channel partners complete visibility of their orders.
- Utilized ReactJS to enhance the custom channel interface’s user experience (UX).
Salesforce Products and Technologies Used:
- Integrated Sales and Service Cloud across the entire organization and the acquired company.
- Implemented Salesforce Marketing Cloud for a centralized and measurable ROI-focused marketing strategy.
- Leveraged Experience Cloud to create a custom channel interface with ReactJS for improved UX.
- Utilized Salesforce Lightning (LWC), Visual Force (VF Pages), JavaScript, SOQL, Apex, Aura, and other Salesforce administration configurations.
Innovation and User Experience:
Introduced a ReactJS-based intuitive UI with Figma, enhancing the overall user experience.
Enabled extensive channel engagement, real-time feedback, and enhanced deal visibility through Experience Cloud.
Outcome:
Selectiva’s Salesforce transformation significantly contributed to the client’s business success:
Successful merger integration with a seamless transition from HubSpot to Salesforce.
- Efficient post-merger integration, eliminating duplicate accounts during QuickBooks to Salesforce migration.
- Enhanced channel partner engagement and visibility through a custom Experience Cloud interface.
- Ongoing global business support in Sales, Service, Marketing, and Experience Cloud, ensuring adaptability to evolving business needs and regulatory requirements.
Conclusion:
Selectiva’s expertise in Salesforce technologies and strategic implementation allowed the solar power electronics company to overcome its challenges and position itself for sustained growth in the dynamic renewable energy market. The successful migration and integration processes and innovative solutions have empowered the client to maintain its market leadership and confidently continue its global expansion.
