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Saxon Global Case Study 
MANUFACTURING 
3355% rreedduuccttiioonn iinn ttiimee ffoorr tthhee ccuussttoomeerr sseerrvviiccee pprroocceessss 
About the Customer 
A US based leading manufacturer of Auxiliary 
Power Units (APU) 
Saxon Global Solution 
The solution optimized the warranty process using the powerful 
features of the SFDC Service Cloud – Case assignments, work-flows 
and automated information lookup. 
Automated Process flow using SFDC Triggers, Workflows and 
Approvals 
Enhanced business logic and information transition using 
Service Cloud Objects 
Well-designed custom objects as applicable 
High productivity user interfaces using custom Visual-force 
Pages 
Migration of data (75K total records) from old system to new 
system 
Seamless cutover from previous system to the new system 
Business Situation & Challenges 
Customer Benefit 
The Customer Service Representatives (CSRs) were using 
Salesforce.com (SFDC) for the Warrant and Claims 
Process and to manage the Customer Incident Reports 
(CIR). The existing solution was a custom implementation 
with no leverage of the SFDC Service Cloud features. CSRs 
faced lot of productivity and process challenges in the 
system such as: 
No automated way for a customer to enter and 
complete a CIR 
Account and Contact Information had to be manually 
entered at multiple places 
Repair codes could not be searched causing 
productivity delays for CSRs 
Manual intervention in various steps as part of the 
business process 
Resolution and resolution time was not tracked 
Emails were sent manually 
Technology Platform 
Salesforce.com Service Cloud APEX 
Visual-Force Pages 
Custom Controllers 
SalesForce.com Web Services 
Data-Loader 
JQuery and JavaScript 
Triggers 
Best Practices 
Leveraged standard features of Salesforce Service Cloud 
Cases for Customer Incident Reports 
Assets for Product SKUs sold to Customers 
Separated master information sources 
(Service Repair Tracking and Repair Codes) 
from their instances 
www.saxonglobal.com 
35% reduction in time 
for the customer serivce process 
Optimized and automated Customer 
Service Process 
Enhanced experience for the Customer 
Service Reps 
Automated information flow and 
increased throughput in Service 
Ready for future growth in 
Warranty Process

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Case study_Sases Force_manufacturing company

  • 1. Saxon Global Case Study MANUFACTURING 3355% rreedduuccttiioonn iinn ttiimee ffoorr tthhee ccuussttoomeerr sseerrvviiccee pprroocceessss About the Customer A US based leading manufacturer of Auxiliary Power Units (APU) Saxon Global Solution The solution optimized the warranty process using the powerful features of the SFDC Service Cloud – Case assignments, work-flows and automated information lookup. Automated Process flow using SFDC Triggers, Workflows and Approvals Enhanced business logic and information transition using Service Cloud Objects Well-designed custom objects as applicable High productivity user interfaces using custom Visual-force Pages Migration of data (75K total records) from old system to new system Seamless cutover from previous system to the new system Business Situation & Challenges Customer Benefit The Customer Service Representatives (CSRs) were using Salesforce.com (SFDC) for the Warrant and Claims Process and to manage the Customer Incident Reports (CIR). The existing solution was a custom implementation with no leverage of the SFDC Service Cloud features. CSRs faced lot of productivity and process challenges in the system such as: No automated way for a customer to enter and complete a CIR Account and Contact Information had to be manually entered at multiple places Repair codes could not be searched causing productivity delays for CSRs Manual intervention in various steps as part of the business process Resolution and resolution time was not tracked Emails were sent manually Technology Platform Salesforce.com Service Cloud APEX Visual-Force Pages Custom Controllers SalesForce.com Web Services Data-Loader JQuery and JavaScript Triggers Best Practices Leveraged standard features of Salesforce Service Cloud Cases for Customer Incident Reports Assets for Product SKUs sold to Customers Separated master information sources (Service Repair Tracking and Repair Codes) from their instances www.saxonglobal.com 35% reduction in time for the customer serivce process Optimized and automated Customer Service Process Enhanced experience for the Customer Service Reps Automated information flow and increased throughput in Service Ready for future growth in Warranty Process