Our client is a leading supplier of mobile apps and solutions for a wide range of devices, including mobile phones, smartwatches, tablets, smart TVs, streaming devices, AR/VR goggles and more. With a global presence across Silicon Valley, New York, Montreal, Paris and Lisbon, they are committed to pushing the boundaries of app development to deliver exceptional user experiences for their customers.

As part of their growth strategy, the client implemented Salesforce to streamline operations, but faced several challenges due to the new system installation:

1. Lack of Custom Branding and App Integration: The Salesforce environment needed to be aligned with the company’s existing corporate style, which was not yet reflected in the out-of-the-box Salesforce setup.
2. Tracking App Details: The client required a centralized system to record and manage detailed information about the apps they developed for their customers.
3. Security Requirements: It was essential to apply strict security protocols, ensuring that only authorized users had access to sensitive information based on their roles.
4. Sales Process Rigor: The client’s internal sales methodology demanded a series of tasks be completed at each stage of the sales pipeline, and they needed these tasks integrated into Salesforce for consistency and efficiency.

To address these challenges, we implemented a series of tailored solutions:

1. Custom Branding & User Experience: We configured Salesforce with custom applications and applied the client’s corporate branding to ensure a seamless user interface. This branding effort made the Salesforce platform more intuitive, increasing user adoption and satisfaction.
2. Custom Object for App Catalog: A custom object was created to store detailed information about the apps the client had developed. This object included fields for app ownership, platform, pricing, and support terms, centralizing all relevant data in Salesforce for easy access and management.
3. Tailored Security Configurations: We carefully configured user profiles and permission sets to ensure that each employee could only access the data necessary for their role. This approach was aligned with the client’s security policy, specifically the Principle of Least Privilege, to reduce potential security risks.
4. Pre-built Tasks for Sales Process Automation: To align Salesforce with the client’s rigorous sales process, we created pre-built tasks for each stage of the opportunity process. These tasks ensured that all necessary actions were completed before moving a record to the next stage, thereby maintaining consistency and accuracy throughout the sales cycle.

Our solution provided measurable benefits to the client:

1. Improved User Adoption and Navigation: Custom-branded apps with added fields and help text enhanced user experience, making navigation faster and more intuitive. This led to higher user engagement and adoption rates across the organization.
2. Centralized App Catalog and Automation: The custom object allowed the client to build a comprehensive catalog of their apps, which could be leveraged for future customer success initiatives. Additionally, automation tools were integrated to ensure the client’s apps were continuously tracked and managed efficiently.
3. Enhanced Data Security: Custom security configurations ensured compliance with the client’s security policies, reducing the risk of unauthorized access to sensitive data.
4. Improved Data Quality and Reporting: By implementing pre-built tasks and enforcing strict completion criteria at each stage of the sales process, we significantly improved data quality. This minimized the need for revisiting incomplete records and gave management greater confidence in the accuracy of sales reports.

• Salesforce Sales Cloud

Through this project, we helped our client create a more secure, efficient, and user-friendly Salesforce environment that not only met their immediate needs but also positioned them for long-term success in managing their app development and sales processes.

To learn more about how KeyNode Solutions can help you, please call us at 1-858-215-5371 or email hello@keynodesolutions.com today!