Learn how a leading B2B chemical company integrated automation and unified data to enhance collaboration among employees, partners, and customers.
A leading B2B global specialty chemical company providing high quality products and services to various other disinfecting, sanitizing and emulsion polymerization industries, needed support in streamlining and organizing their partner on-boarding process. The company was using traditional ways like emails, spreadsheets and word files to manage data for onboarding and renewal process for their partners and customers. Data was scattered and disintegrated leading to duplication and communication gaps.
Learn how Icreon partnered with the organization to overcome the hurdles of siloed data, manual workflows, etc., with successful Salesforce Cloud migration.
As a fast-growing specialty chemical company, they needed to innovate and scale to meet the changing needs of their customers and partners across the globe. But traditional systems and applications like use of spreadsheets, emails, MS Word to manage data flow among various channels meant the company did not have the complete view of its on-boarding architecture (process) to realize its digital transformation and growth goals. They had all their data stored in silos across various departments creating inconsistent information across the organization.
The company’s leadership recognized that it needed a partner who could help it integrate its core systems to unlock a 360-degree view of its member channels. It also needed a more strategic approach to achieving its long-term objectives. The company turned to Salesforce and took services of Icreon as a trusted Salesforce partner for its digital transformation.
Icreon, a leading Salesforce partner, developed a transformative roadmap to maximize the client’s Salesforce investment and leverage the full potential of Salesforce Community Cloud. Siloed data was seamlessly integrated into Salesforce, creating a centralized repository and a single source of truth. This integration uplifted staff efficiency by providing a comprehensive 360-degree view of partners, customers, and inquiries on one platform.
Automation tools such as Approval Process, Salesforce Flows, and Queue Management were implemented to simplify repetitive tasks and enhance departmental collaboration. The organized architecture reduced complexity and streamlined workflows, while Apex, Flows, and Approval Processes improved operational efficiency.
To enhance user experience, Salesforce Lightning components and Aura were utilized, and customized dashboards were created for easy access and navigation. This approach not only improved time management but also facilitated a more agile and responsive environment for the client.
Icreon integrated siloed data into Salesforce, creating a single source of truth with centralized information stored in the cloud. This enhanced staff efficiency by providing a 360-degree view of partners, customers, and inquiries—all within one platform—enabling more informed decision-making and streamlined operations for the client.
Icreon enhanced time management by simplifying repetitive tasks and improving departmental collaboration through Salesforce automation tools like Approval Processes, Flows, and Queue Management. By implementing an organized architecture and leveraging Apex, Flows, and Approval Processes, our team reduced complexity, streamlined workflows, and significantly boosted efficiency for its client.
Icreon improved the user interface by leveraging Salesforce Lightning components and Aura to enhance visual and functional elements. Customized dashboards were implemented for various profiles, providing easy access to critical data right from the home page. This streamlined the user experience, making navigation and data retrieval more intuitive for the client.
Adopting the Salesforce Platform led to a 30% increase in productivity through data integration and unification. The platform enabled enhanced collaboration among employees, partners, and customers via automation.
This transformation not only increased overall efficiency but also enhanced the stakeholder experience. Icreon played a key role in automating daily tasks and guiding the client through their digital transformation journey.
