ABOUT THE PROJECT
The purpose of the project
As we have faced the challenge of creating a strongly customized system for a telecommunication and marketing company, we have decided to implement the world’s most often chosen platform – Salesforce.
As mentioned above, the client mostly insisted on adjusting the system to what the company needs most. This is why we decided to choose the full customization of the Salesforce system. We started to work on the project by building the whole infrastructure from scratch.
Among the others, we created brand new mockups to provide the client with the full overview of the system coming. As the project turned out to be sophisticated and time-consuming, we had to broadly extend what Salesforce offers as a default. One of the most important changes to make was building up a non-standard object – we chose Event as it seemed to be the most suitable in this case. The Event object represents an event in the calendar. In the user interface, event and task records are collectively referred to as activities. Also, we decided to implement CPQ (Configure, Price, Quote) to make the sales system structured and fully scalable. It shortened the sales and quoting processes and automated the process of completing transactions.
As the client doesn’t sell physical products but services, we had to enable contract and subscription generation. We implemented Service Cloud – it was the only way to optimize both order processing from contracts and handling the already existing customers. Finally, the client asked us to build a tailor-made solution to retain customers and build their loyalty.
Within the project, we were also responsible for the highest quality of the code, as well as for system release and deployment. In order to complete the project efficiently, we used tools like Jira, Confluence, Bitbucket and Bitbucket Pipelines CI/CD.