Softsquare
87 Case Studies
A Softsquare Case Study
SP Robotics, a robotics and coding edutainment company, faced challenges in managing its sales operations after shifting online during the pandemic. Their previous CRM was cumbersome and time-consuming to update. They partnered with vendor Softsquare to implement Salesforce Sales Cloud to streamline their sales activities and better handle leads.
Softsquare implemented a highly customized Salesforce solution featuring performance dashboards, a complex language-based lead routing system, and automated reassignment and task management. This hybrid solution, combining Flow and Apex code, enabled efficient bulk handling of leads. As a result, Softsquare successfully resolved the client's issues with scaling and efficiency, creating a productive sales implementation.