Restaurant Chain Supports 30,000 Suppliers with Custom Salesforce Solution

Customer To keep customers coming back to its 600+ restaurants, this U.S. hospitality industry giant works with upwards of 30,000 suppliers. Managing these relationships efficiently, and making it easy for suppliers to work with them, is a top-of-mind concern for the company. Problem The company wanted to transform its supplier management system. The existing system…

Energy Company Migrates Legacy Customer Care System to Salesforce

A retail energy company maximized its Salesforce investment by migrating a customer care application developed in .NET to the Salesforce platform. Cloudaction recreated the app using Service Cloud and MuleSoft integrations, enabling the company’s agents to retain the business-critical functionality demanded by its customer-first strategic vision. Customer With over $2 billion in annual revenue, this…

Enhancing Salesforce with Intelligent Automation from Automation Anywhere

Salesforce is the de facto leader in customer relationship management (CRM). Salesforce gives your team all the tools they need to keep your rev-gen and customer service engines revving at maximum horsepower. Salesforce solutions enable complete transparency into task ownership, accountability, and progress in real time—from top-of-the-funnel lead gen (Marketing Cloud for awareness building, prospect…

Top U.S. Academic Institution Innovates with ITSM on the Salesforce Platform

Customer The customer is one of the nation’s leading R1 research institutions. IT Challenge The university had 16 different IT teams, all using different ticketing tools. Compounding IT’s challenge was that there were few standard processes, limited automation, and no central database or CMDB to track university-owned assets. University employees used email to contact IT…

City Government Rolls Out Salesforce-enabled Employee Health Verification and Contact Tracing Solution

Cloudaction helped a California municipality design and implement a robust employee health verification and contract tracing system built on the unified Work.com platform in just 30 days. Customer Our customer is the government of a city located in Northern California. With more than 800 employees in 12 departments, it is responsible for providing essential services…

Software Company Boosts User Experience for Channel Partners Via Sales Cloud and Service Cloud

The client, a global leader in enterprise infrastructure software development, uses Salesforce Sales Cloud and Service Cloud extensively. Its primary sales channel consists of a large partner network of distributors and value-added resellers. The company provides these partners, via a secure partner portal, access to a number of internal applications, including Flexera, Okta, Academy LMS,…