Case Studies

US-based aerospace parts manufacturer

We engaged in a 6-month project completely revamping the existing SF CRM system. The CloudSpectrum team:
  • Migrated the system from Classic to Lightening
  • Built a custom reporting tool within SFDC so that reports can easily be exported to predefined excel and power point templates
  • Built Lightening Web Components within the Opportunity object to track part numbers
  • Connecting all manufacturing sites together in Salesforce using Opportunities and Quote Line Items from Qualification to Closed Stages
  • Part financial and quantity data are rolled upwards and downwards for reporting purposes as well to select the most competitive site to manufacture the parts
  • Created a complex data import tool within Salesforce for a user to copy and paste data from a CSV

UK-based software company

Three-month engagement to re-implement Salesforce:
  • Migration from Salesforce Classic to LEX
  • Optimised system performance by consolidation Process Builders to Triggers
  • Created new Apex Triggers and connecting Opportunities together to calculate incremental ARR
  • Built LEX web components on the Opportunity and Opportunity Product objects
  • Implemented Pardot and CRM Analytics
  • Set up Salesforce Forecasting

UK-based SaaS company  (on-going managed services)

  • Setting up ARR, TCV, Incremental ARR calculations
  • Working with AEs and Operations with all matters Salesforce
  • Salesforce reporting and dashboards to the CRO
  • Setting up approval processes to optimise deal desk
  • Provide operational support by adding validation rules
  • Automating business processes using Flows

Sri Lanka-based enterprise solutions provider

  • Greenfield Salesforce implementation
  • Two tier Opportunity set up to capture Milestones for forecasting purposes
  • Tableau report set up
  • Setting up forecasting to enable revenue operations
  • Integration to Sales Order Management System