Services

We provide wide range of cloud services to different industries. We are expert at Customer Relationship Management System, Database Management System, Enterprise Resource Planning System, Financial Management System, Human Resource Management System, Information Technology Service Management System and Payroll System.

Customer Stories

Salesforce: Unlocking Complete Visibility with Unlimited Field History Tracking

Problem:

Sales and service teams often faced challenges tracing who changed what and when, leading to inefficiencies in pipeline reviews, customer support audits, and compliance tracking.

Solution:

We designed and implemented unlimited field history tracking across key Salesforce objects using a scalable custom solution that bypassed native Salesforce limits. This included a custom logging framework with real-time data capture and intuitive reporting dashboards.

The Results:
✅ Sales teams gained full traceability of deal progression and adjustments, leading to more accurate forecasting and improved accountability.
✅ Service teams could now quickly identify historical changes to cases, helping reduce resolution times and enhancing customer trust.
✅ Leadership was empowered with audit-ready data trails—improving compliance and operational transparency.

This enhancement turned Salesforce into a source of truth, driving smarter decisions and stronger cross-team collaboration.

Integration: Streamlining Training Appointments with Website + Square POS Integration

Problem:

🔸 No real-time booking or payment capabilities on the website
🔸 Instructors received incomplete schedules due to manual updates
🔸 Customers faced delays confirming their training sessions

Solution:

We developed a seamless integration between the client’s website and Square’s Point of Sale (POS) system, enabling users to:
✅ Book training appointments directly online
✅ View real-time availability
✅ Make secure payments through Square at checkout

The Results:

✅ 60% increase in online bookings within the first month
✅ Automated scheduling reduced admin workload by over 40%
✅ Instructors received up-to-date schedules in real time
✅ Enhanced customer experience with instant confirmations and receipts

Salesforce: Automating Account & Opportunity Ownership Transfers to Eliminate Sales Disruptions

Problem:

Without a designated owner:
🔸 Renewal Opportunities lacked timely follow-ups and missed notifications.
🔸 Managers and new hires couldn’t access critical reports or dashboards, stalling performance reviews and forecasting.
🔸 Open Cases remained unresolved, negatively impacting the customer experience.

Solution:

We built a comprehensive Account & Opportunity Transfer Automation that instantly reassigns all owned records—including Opportunities, Cases, Reports, and Dashboards—when a Sales Rep is inactivated. Using a rule-based engine and manager hierarchy, the system ensured seamless ownership transition with minimal manual intervention.

The Results:
✅ Renewals and follow-ups resumed without disruption, improving win rates.
✅ New reps and managers gained immediate access to relevant dashboards and reporting tools.
✅ Operational continuity was preserved, ensuring no customer was left behind.

Thanks to this automation, our client now runs a smoother, interruption-free sales and service operation—no matter how often their team structure changes.

Public Sector: Enhancing Public Sector Procurement Experience Through UI/UX Review and Intelligent Support Features

Problem:

🔸 Poor UI/UX design created confusion and inefficiencies for users
🔸 No intuitive way to ask questions, submit tickets, or get help in real-time
🔸 Email inquiries were unmanaged and often missed or delayed

Our Approach:
We conducted a comprehensive UI/UX audit of their procurement portal, identifying usability pain points and design gaps. Alongside this, we provided strategic recommendations to transform their portal into a modern, self-service platform.

Key Recommendations and Deliverables:
✅ Redesigned page flows and layouts to align with accessibility and user experience best practices
✅ Research-backed proposal for integrating a Chat AI Bot to guide users, answer common questions, and escalate complex issues
✅ Designed ticket creation forms and workflows for structured request intake
✅ Recommended and configured email-to-case setup to automate support case creation from incoming procurement-related emails.

The Impact:
✅ Improved usability and navigation led to faster task completion for end-users
✅ Chatbot and ticketing options reduced support workload and increased satisfaction
✅ The portal is now future-ready, accessible, and aligned with digital service delivery standards in the public sector