Book a Call
Salesforce sales cloud

Leading US based
Dumpster Company

The client is a Washington, D.C.-based dumpster company utilising Salesforce Sales Cloud, Marketing Cloud, and Service Cloud to manage their business operations and customer relationships. To overcome operational inefficiencies and gain deeper customer insights, they partnered with SeedData Systems, an official Salesforce partner, for advanced Salesforce customisation and third-party application integration.

Salesforce sales cloud
Salesforce sales cloud

Project Goals

  • Seamless Gainsight Integration: For automated health score updates and trigger-based notifications.
  • Streamlined Operations: Simplify account hierarchy, track revenue, and manage customer engagement.
  • Proactive Alerts with Heroku: Deploy a scalable Early Warning System (EWS) for real-time issue detection and resolution.
  • Third-Party Application Integration: Connect Jive, Twilio, DocuSign, and QuickBooks with Salesforce for operational efficiency.
  • Custom Solutions: Build tools for product and vendor management, notifications, calendar events, and a customer community platform.

Challenges Faced

  • Inefficient customer health score management and lack of automated notifications.
  • Complex account hierarchy impacting revenue tracking and business growth.
  • Limited visibility into customer and operational data.
  • No proactive system for issue resolution.
  • Manual processes for managing vendors, products, and events.
  • Fragmented third-party tools not integrated with Salesforce.

SeedData Systems' Approach

Salesforce Sales Cloud Customisation

  • Configured Salesforce for seamless Gainsight integration to enable real-time customer health score updates and proactive alerts.
  • Designed tools for automating product and vendor management processes, notifications, and calendar event scheduling.
  • Connected Salesforce with Jive for team collaboration, Twilio for communication, DocuSign for digital signatures, and QuickBooks.
  • Built and integrated Heroku-based EWS applications to provide alerts and
    usage analytics.
  • Integrated systems to monitor customer usage patterns and generate alerts, driving data-driven decision-making.
  • Developed a custom Customer Community Platform to enhance customer engagement and improve user experience.
  • Designed graphical dashboards for data visualisation, providing insights into monthly and daily usage trends.
  • Leveraged Heroku for scalable solutions and seamless Salesforce customisation, catering to diverse business needs.
  • Built ETL and EWS chart applications in Java, deployed on Heroku to ensure scalability and reliability.
Salesforce sales cloud

Results and Impact

  • Improved Customer Management: Gainsight integration enabled automated health scores and proactive notifications, enhancing customer relationship management.
  • Optimised Operations: Simplified account hierarchy and revenue tracking increased efficiency and transparency.
  • Actionable Insights: Graphical dashboards provided deeper visibility into usage patterns, improving decision-making.
  • Proactive System: The Heroku-based Early Warning System reduced response times and resolved issues before they escalated.
  • Seamless Integration: Third-party tools such as Twilio, DocuSign, and QuickBooks were fully integrated, streamlining workflows.
  • Enhanced Engagement: The Customer Community Platform improved client satisfaction and interaction.

As an official Salesforce partner, SeedData Systems specialises in Salesforce Sales Cloud customisation, integration, and optimisation. Our expertise in leveraging Salesforce to solve real-world business challenges ensures that our clients achieve scalable growth and operational excellence.

Contact SeedData Systems today to learn how we can customise Salesforce to transform your business!

Contact Us

SeedData, a UK-based leader in software development, offers expert services in Salesforce, web and mobile app development, AI integration, AOSP, and more, with 15+ years’ experience and 800+ projects delivered for 500+ clients.

Quick Links

Social Media

Instagram Facebook Linkedin X-twitter
SeedData Salesforce partner

Listed on AppExchange

Partner companies

SeedData partner company

Sign up to Newsletter

    Partner companies

    SeedData partner company

    All Right Reserved by @SeedData

    Privacy Policy

    Terms & conditions