Overview
Witness how HIC’s Custom Flow and Batch Schedule automation reduced decision-making turnarounds by agents.
What You Need To Know
Impulse (now OPSWAT) sought to enhance opportunity evaluation processes and improve client communication to address the unique challenges of the network security industry.
Why It Matters
In high-stakes network security projects, rapid opportunity assessment and consistent client communication directly impact project success and long-term client relationships, affecting both revenue and reputation.
What HIC Did
HIC Global Solutions implemented custom Salesforce flows for automated opportunity complexity calculations and batch-scheduled reports to streamline decision-making.
Overview
Witness how HIC’s Custom Flow and Batch Schedule automation reduced decision-making turnarounds by agents.
What You Need To Know
Impulse (now OPSWAT) sought to enhance opportunity evaluation processes and improve client communication to address the unique challenges of the network security industry.
Why It Matters
In high-stakes network security projects, rapid opportunity assessment and consistent client communication directly impact project success and long-term client relationships, affecting both revenue and reputation.
What HIC Did
HIC Global Solutions implemented custom Salesforce flows for automated opportunity complexity calculations and batch-scheduled reports to streamline decision-making.
About Impulse(OPSWAT)
Operating out of Tampa Bay, Florida, Impulse is a compact network security and access control solutions company. The company provides security solutions that support requirements for modern collaborative work networks.
The company accommodates work, scaling, and vendor choice requirements through flexible solutions. It specializes in areas of Network Access Control, Endpoint Security, and Device perimeters among others.
It’s now acquired by OPSWAT, a firm in the critical infrastructure protection space.
About Impulse(OPSWAT)
Operating out of Tampa Bay, Florida, Impulse is a compact network security and access control solutions company. The company provides security solutions that support requirements for modern collaborative work networks.
The company accommodates work, scaling, and vendor choice requirements through flexible solutions. It specializes in areas of Network Access Control, Endpoint Security, and Device perimeters among others.
It’s now acquired by OPSWAT, a firm in the critical infrastructure protection space.
Challenges
As a niche provider of network and perimeter security for large-scale projects, Impulse encountered the following significant challenges:
Complex Opportunity Assessment
Evaluating opportunities against internal point systems and rubrics was time-consuming and resource-intensive.
Time-Consuming Opportunity Evaluation
Manually assessing opportunities against complex internal point systems and rubrics consumed significant time and resources.
Inadequate Client Update Process
The lack of an efficient system for providing regular, detailed project updates to clients risked undermining their confidence in project progress and timely delivery.
Slow Decision-Making Process
Sales agents and development teams struggled to quickly assess trade-offs and make informed decisions on pursuing accounts due to complex evaluation criteria.
Limited Scalability
Existing manual processes hindered the company’s ability to efficiently handle a growing volume of clients and opportunities.
Challenges
As a niche provider of network and perimeter security for large-scale projects, Impulse encountered the following significant challenges:
Complex Opportunity Assessment
Evaluating opportunities against internal point systems and rubrics was time-consuming and resource-intensive.
Time-Consuming Opportunity Evaluation
Manually assessing opportunities against complex internal point systems and rubrics consumed significant time and resources.
Inadequate Client Update Process
The lack of an efficient system for providing regular, detailed project updates to clients risked undermining their confidence in project progress and timely delivery.
Slow Decision-Making Process
Sales agents and development teams struggled to quickly assess trade-offs and make informed decisions on pursuing accounts due to complex evaluation criteria.
Limited Scalability
Existing manual processes hindered the company’s ability to efficiently handle a growing volume of clients and opportunities.
Challenges
As a niche provider of network and perimeter security for large-scale projects, Impulse encountered the following significant challenges:
They were facing issues with
- Complex Opportunity Assessment
- Time-Consuming Opportunity Evaluation
- Inadequate Client Update Process
- Slow Decision-Making Process
- Limited Scalability
Evaluating opportunities against internal point systems and rubrics was time-consuming and resource-intensive.
Manually assessing opportunities against complex internal point systems and rubrics consumed significant time and resources.
The lack of an efficient system for providing regular, detailed project updates to clients risked undermining their confidence in project progress and timely delivery.
Sales agents and development teams struggled to quickly assess trade-offs and make informed decisions on pursuing accounts due to complex evaluation criteria.
Existing manual processes hindered the company’s ability to efficiently handle a growing volume of clients and opportunities.
Solutions Offered
To streamline decision-making and enhance client communication for Impulse, HIC Global Solutions proposed and implemented the following Salesforce automation solutions-
Customized Flows for Opportunity Assessment
Implemented an internal complexity calculator to assess opportunities based on lifetime buying potential, service potential, vendor-hopping tendencies, and other critical factors.
Automated calculations provided sales agents and development teams with quick insights for informed decision-making.
Custom Batch Classes for Client Reporting
Developed scheduled batch processes to generate and send weekly reports on custom objects.
Created reports to provide clients with easy-to-understand updates on development progress and task completion for their network security projects.
Solutions Offered
To streamline decision-making and enhance client communication for Impulse, HIC Global Solutions proposed and implemented the following Salesforce automation solutions-
Customized Flows for Opportunity Assessment
Implemented an internal complexity calculator to assess opportunities based on lifetime buying potential, service potential, vendor-hopping tendencies, and other critical factors.
Automated calculations provided sales agents and development teams with quick insights for informed decision-making.
Custom Batch Classes for Client Reporting
Developed scheduled batch processes to generate and send weekly reports on custom objects.
Created reports to provide clients with easy-to-understand updates on development progress and task completion for their network security projects.
Solutions Offered
To streamline decision-making and enhance client communication for Impulse, HIC Global Solutions proposed and implemented the following Salesforce automation solutions-
The solutions which we offered to them
- Customized Flows for Opportunity Assessment
- Custom Batch Classes for Client Reporting
Implemented an internal complexity calculator to assess opportunities based on lifetime buying potential, service potential, vendor-hopping tendencies, and other critical factors.
Automated calculations provided sales agents and development teams with quick insights for informed decision-making.
Developed scheduled batch processes to generate and send weekly reports on custom objects.
Created reports to provide clients with easy-to-understand updates on development progress and task completion for their network security projects.
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