Sune, a video-based shopping app, faced challenges with managing leads and onboarding new accountants efficiently. Their existing process was cumbersome and time-consuming, leading to potential missed opportunities and a slower integration of new hires. Sune required a solution to enhance lead management to maintain a competitive edge.
Peergenics enhanced Sune's leads to support their two workflows: Web Form and Trade Show Business Cards. They updated Accounts and Opportunities to align with Sune's ‘New Brand’ onboarding and conversion processes. The solution included detailed workflow analysis, automation through Flow, and user interface optimization using Lightning Dynamic Forms.
"The team at Peergenics was extremely knowledgeable and patient with our requests. They were detail oriented and willing to help with any task. They were also flexible and met the needs of my schedule." - Allison, Category Manager at Sune
The streamlined lead management and onboarding processes save time and reduce manual effort, allowing Sune to focus on higher-value tasks.
With the optimized user interface through Lightning Dynamic Forms, employees can navigate and complete tasks more intuitively and effectively.
The tailored workflows for prospect and conversion ensure that leads are handled consistently and effectively, leading to better business outcomes.
With their implementations, Peergenics was able to reduce vendor onboarding time by 25% for Sune.
To maximize your Salesforce capabilities across teams, reach out to Salesforce Ridge Partner, Peergenics to guide you through the implementation, configuration, and analysis processes. Peergenics partners with Salesforce to provide their clients with expert core platform implementation, custom development, and Managed Services support. Peergenics is also a leader in Salesforce staffing and has helped hundreds of clients find top-notch Salesforce talent to meet their hiring goals. Connect with Peergenics today and smash your company KPIs and streamline your information!
