Case study_Sales Force_Solar energy company

1. SOLAR ENERGY
40 % quicker closure on orders with Saxon Global’s
Salesforce implementation
Business Situation & Challenges
Saxon Global Case Study
Saxon Global Solution
Synchronized flow of
information and computation
Customer Benefit
Salesforce is the platform for the Customer’s sales and
services management. The process from sale to actual
implementation (installation) of the Solar Product involves
complex information flows. Updating information in a
stage of the process had to be reflected in the related
stages. There were multiple data areas whose updates
were not synchronized and were resulting in errors and
needed manual checks.
Saxon Global Solution
Implemented Triggers based approach to synchronize the
information flow in the complex business process.
Separated the trigger update logic from complex
business logic
Flexibility in configuring the update logic independent
of the complex business
Best Practices.
Strategy Software Pattern followed in Trigger
implementation
About the Customer
A US based fast growing provider of alternative
energy solutions.
Technology Platform
Salesforce.com
Methodology
Custom Agile
Triggers Apex Classes
TECHNOLOGY
40%
No manual checks
and corrections
PROCESS
PEOPLE
QUICKER CLOSURE
on orders with the help of
Saxon Global’s Salesforce implementation
www.saxonglobal.com