Upgraded Core CRM Processes for POS System provider
Client Overview
A hospitality technology company specializing in POS systems set out to modernize its CRM landscape. With evolving client needs and a competitive market, their goal was to deliver seamless customer experiences and empower teams through Salesforce-driven transformation.
Challenges
Sales Complexity
Fragmented sales journeys limited cross-sell and upsell growth.
Limited Analytics
Stakeholders lacked timely, actionable business insights.
Manual Service
Customer requests were slowed by inefficient workflows.
The Process
We approached the project with a focus on scalable architecture and rapid delivery, ensuring technical robustness while aligning closely with client priorities. Our collaborative, iterative approach allowed us to address pain points and unlock new value through targeted enhancements.
Portal Enhancement
Integrated invoice automation, GDPR controls, and flexible billing settings, creating a unified self-service hub for customers. This improved both user experience and compliance management.
Codebase Refactoring
Rewrote core modules to Salesforce standards, increasing code reusability and platform scalability. This technical overhaul paved the way for easier future integrations.
Agile Collaboration
Adopted Agile sprints to prioritize and deliver high-impact features quickly. Our team worked hand-in-hand with client stakeholders to refine requirements and accelerate deployment.
Toolstack
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesforce Experience Cloud
Outcome
Our solution delivered measurable improvements in customer autonomy, operational insight, and platform agility, equipping leadership with the tools to drive growth confidently.
Customers now manage accounts and invoices independently.
Leadership accesses faster, clearer business performance insights.
The platform supports rapid feature launches and future growth.
Is your company envisioning to operate in a seamless digital ecosystem?
Let’s make it happen.
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