Cloudreach
73 Case Studies
A Cloudreach Case Study
Guinness World Records (GWR) sought a partner to help automate its complex process for invoicing cancellations and refunds, as its small, stretched internal IT team lacked the capacity and specialized Salesforce skills. After two previous frustrating experiences with other providers, GWR engaged the vendor Cloudreach for their expertise in implementing business automation solutions using the Salesforce platform.
Cloudreach implemented a tailored solution using a combination of Salesforce's declarative configuration and programmatic Apex and Visualforce code. This automated the cancellation and refund process, which drastically reduced the time to refund an opportunity from up to an hour to under five minutes. The solution delivered a near 7% gain in operational efficiency, a major reduction in manual error, and freed up significant time for the team, leading GWR to partner with Cloudreach for further Salesforce optimizations.
Rob Howe
IT Director