CUSTOMER STORY
A re-optimization solution was deployed using default objects and custom objects (with multi-level hierarchies and dependencies) in Salesforce
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Company Profile
Founded in 2010, MineralTree provides the easiest to use Accounts Payable (AP) and Payment Automation solutions for finance professionals at growing organizations. MineralTree streamlines AP, giving customers unparalleled visibility and significant cost savings in an affordable, integrated platform that is guaranteed secure.
The Challenge
MineralTree had already implemented Salesforce but needed help extending the base capabilities and ensuring its setup was accurately optimized and mobile compatible for its sales, service, and other teams. Furthermore, their bridge to closing business deals, DocuSign, assigned inaccurate information to sensitive documents – directly affecting their ability to close deals.
The Solution
App Solve worked with the client in identifying all custom objects, their relationships, workflows and reporting needs. A re-optimization solution was deployed using default objects and custom objects (with multi-level hierarchies and dependencies) in Salesforce. Additionally, custom triggers and workflow to track the status of projects were configured allowing MineralTree to accurately report on Annual Recurring Revenue (ARR). Lastly, App Solve tested and redeployed Docusign, ensuring that it is pulling consistent and reliable information from the system. Specifically, ensure that business-specific Docusign actions (i.e. Convert opportunity to Closed-Won, notify specific parties, etc) are functioning as desired.
The Results
MineralTree can now benefit from faster sales deployment, conversion and automation thanks to a fully customized Salesforce.com Enterprise platform. MineralTree can now also close more leads throughout every step of their sales pipeline, due to accurate information flow, as a result of the DocuSign field repair.
Products Utilized
Sales Cloud
As the core fundamental CRM product within the Salesforce platform, Sales Cloud provides the baseline for the 30% revenue growth that the average App Solve customer achieves. Key areas like contact management, opportunity management, forecasting, reports and dashboards allow you to automate sales to supercharge growth.
Services Provided
Agentforce
Agentforce is a proactive, autonomous AI application that provides specialized, always-on support to employees or customers. You can equip Agentforce with any necessary business knowledge to execute tasks according to its specific role.
DocuSign Integration
DocuSign for Salesforce closes deals quicker! Connecting DocuSign to Salesforce is the best way to shorten sales cycles, improve close rates, and reduce paper waste. Help Salesforce customers to approve electronic signatures, digitize and streamline agreements, and automate consent workflows.