Salesforce is a cloud-based #1 CRM Software, developed to make organizations function efficiently and profitably by reducing the cost of managing hardware infrastructure and streamlining the workflows in all the domains of the company like marketing, customer support, management, training and application integration.

Salesforce allows you to access external website resources from a Salesforce application for your organization and these external websites can be accessed through Visualforce pages, Apex Callout, and via XMLHttpRequest calls.

About Company:

Data Management was incorporated in 1961 in Washington DC. The original focus of DMI was the building and maintenance of residential mailing lists along with letter shop services. DMI has assisted clients in consolidating their marketing programs efficiently and cost-effectively. They now provide total solutions for analysis and modelling, CRM, data enrichment, and hosted Database Management. In addition, they offer services ranging from programming to the development and maintenance of complex database programs. Clients they serve range from financial institutions to catalogs but our main focus is servicing the non-profit community.

DMI has the latest online cloud-based interactive technology supported by extensive security measures throughout our facility. Located in Stoneville, NC, its data processing facility is 25 miles from Greensboro. Because of FTP and e-mail transmission, data is immediately available for production anywhere in the country.

The Problem:

The hodgepodge system was hardly in alignment with the idea of Data Management’s on their business processes. Any customer coming their way had to wait a long time to connect through and access their products. They needed a systematic approach and a flexible platform that automates their processes. Essentially, they needed a connecting app that creates Remote site settings automatically instead of creating it manually every time.

The Solution:

Automated System Connector is a Salesforce connecting app that establishes and manages communication between Salesforce CRM and other systems, using Visual Pages to interpret authorization messages that systems exchange. It is a fine connecting app for medium and large scale integration projects that include connecting Salesforce and other systems at data and process levels. This connecting app is exactly in line with their needs and connects Salesforce CRM and third-party systems directly through a package without involving hours of processes and codes.

Features:

  • Automates Complex Business Processes
  • Automatically connects the customer with the system without going through a long complicated process.
  • Perfect solution of connecting apps, Salesforce and other systems.
  • Communication between the visual force pages and clients have been eased and automated.
  • Offers both on-demand and real-time connection to external data sources.
  • Automate a long process into a few steps with Automated System Connector.
  • No coding is required or in-depth IT expertise required by the client.
  • The ability to have one integrated system to manage many parts of the business.

The Result:

  • Easy to use as it automatically performs a large number of steps into just a few.
  • Improves data security by removing the need for manual processes.
  • Offers real-time data transfer by enabling up-to-date lists of customers.
  • Saves time and resources by reducing manual processes.
  • Reduces the customer waiting time through convenient processes.
  • The customer footfall on the website has been increased by 60%.
  • The team’s efficiency has been increased by 80%.

Schedule a Complimentary call today.

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