Manufacturing
Helix Linear Technologies
Helix Linear is a leader in precision linear motion and power transmission systems. They offer tailored solutions for lead screws and linear actuators, ensuring smooth and efficient operation within your machinery and applications.
Tools Used :
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Challenges
Solutions
01
Bi-directional Data Flow
- By integrating HubSpot and Salesforce, Helix Linear established a seamless flow of information between Sales and Marketing. New leads captured in HubSpot campaigns automatically generated corresponding leads in Salesforce, providing both teams with a unified view of prospects. Once leads were qualified and converted in Salesforce, updates flowed back to HubSpot, ensuring consistent data across both platforms. This transparent communication stream facilitated targeted outreach and personalized engagement throughout the customer journey.
02
Standardized Quote Templates
- Utilizing HubSpot's integration with Salesforce, Helix Linear implemented pre-built and customizable quote templates. These templates ensured accuracy and consistency by standardizing product, pricing, and service details. They also reduced manual data entry, saving time and minimizing errors. Customers received professional and reliable quotes, while the sales team enjoyed increased efficiency and reduced lost revenue opportunities.
03
Synchronized Multi-Currency Management
- To resolve the multi-currency issue, Helix Linear aligned the default currency in both Salesforce and HubSpot. This eliminated discrepancies by enabling deal amounts to sync in the base currency. As a result, teams enjoyed accurate financial data and avoided confusion from mismatched values.
04
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The results
The implementation of Experience Cloud has transformed the way NMSG interacts with its members, yielding significant improvements
Unified Lead Management
By
30%
Enhanced Quote Accuracy & Speed
By
70%
Eliminated Multi-Currency Discrepancies
By
80%
Improved Customer Satisfaction
By
10%
Increased Revenue Growth
By
15%
Unified Lead Management
Increased collaboration and data visibility between Sales and Marketing, leading to more targeted campaigns and qualified leads.
Enhanced Quote Accuracy & Speed
Standardized templates ensured error-free quotes, fostering customer trust and accelerating the buying process.
Eliminated Multi-Currency Discrepancies
Consistent base currency synchronization ensured precise financial data and simplified reporting.
Improved Customer Satisfaction
Seamless communication and accurate quotes enhanced customer engagement and buying experiences.
Increased Revenue Growth
Streamlined processes and accurate data improved conversion rates and boosted revenue potential.
Case Studies
100 worte App exchange product development
100W uses Al to analyze written communication, providing insights into personalities, relationships, and needs. It's applied in customer support, marketing, and HR to improve communication and optimize business outcomes.
65%
Faster Profile Generation
25%
Improved Data Accuracy
10%
Revenue Increase
Chargent Salesforce Case Study
A leading online fashion retailer using Salesforce Commerce Cloud faced challenges with payment processing and subscription billing as their Customer base grew.
40%
Reduction in Payment Processing Time
30%
Improvement in Billing Accuracy
20%
Increase in Revenue
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Salesforce CPQ - Energy Sector Case Study
The Renewable Energy Company implemented Salesforce CPQ to streamline proposal generation, ensure data accuracy, and optimize internal efficiency.
40%
Reduction in proposal generation time
25%
Decrease in order error
30%
Reduction in order configuration time
Real Estate Case Study
Our client is a real estate leader specializing in sustainable solutions, cutting-edge technologies, and streamlined processes. They are redefining efficiency and innovation in the industry.
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Improved Data Import and Organization
50%
Improved Management of Unified Calling with
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Improved Object Creation and Ownership
Public Sector Grant Management
A public entity sought to streamline grant management for Tribal Communities which is facing climate change .They want to simplify applications and allocate funds effectively.
30%
Improved User Experience
40%
Enhanced Data Integrity
40%
Empowered Collaboration
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Front End Development (Visualforce, Aura,LWC)/Non-Profit
Global G.L.O.W. empowers girls in vulnerable communities through mentorship programs, collaborating with schools and NGOS to equip them with skills and resources.
40%
Decrease in time spent filling budgets
30%
Enhanced Operational Efficiency
15%
Improved Data Accuracy
Experience Cloud Implementation
Healthcare organization needed a platform to enhance communication, collaboration, and engagement among their members, who were dissatisfied with the limitations of traditional email and websites.
30%
Enhanced User Engagement
20%
Improved Event Participation
25%
Boosted Networking & Collaboration
Marketing Cloud Implementation
Beer retail chain adopts BigCommerce for digital transformation, integrating with Sales Cloud, Marketing Cloud, CDP, and Dataroma to enhance customer experience and sales efficiency.
30%
Increase in customer satisfaction
20%
Improvement in subscriber engagement
40%
Improved Streamlined Processes
Mailchimp-SF Intgeration
Wondersign, a product catalog platform, seamlessly integrates with your existing tools to provide accurate, up-to-date product information, enhancing customer experience and sales efficiency.
40%
Seamless & Bi-Directional Data Flow
50%
Targeted Communication
30%
Improved Data-Driven Decisions
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Service Cloud Voice(Amazon Connect)
The client sought a unified solution for customer interactions, sales, and workforce management, combining a call center system and Field Service Lightning into Salesforce to streamline operations and enhance customer engagement.
60%
Increased Agent Efficiency
70%
Enhanced Communication
70%
Centralized Documentation
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Hubspot-SF Migration/Account Enagagement (Pardot) Implmentation
Submer, a leader in next-generation cooling and automation, empowers data centers with efficient, sustainable technologies to enhance efficiency and sustainability.
40%
Accurate & Seamless Bi-Directional Data Flow
50%
Targeted Communication
60%
Increase in Data-Driven Decisions
100 worte App exchange product development
100W uses Al to analyze written communication, providing insights into personalities, relationships, and needs. It's applied in customer support, marketing, and HR to improve communication and optimize business outcomes.
65%
Faster Profile Generation
25%
Improved Data Accuracy
10%
Revenue Increase
Chargent Salesforce Case Study
A leading online fashion retailer using Salesforce Commerce Cloud faced challenges with payment processing and subscription billing as their Customer base grew.
40%
Reduction in Payment Processing Time
30%
Improvement in Billing Accuracy
20%
Increase in Revenue
Salesforce CPQ - Energy Sector Case Study
The Renewable Energy Company implemented Salesforce CPQ to streamline proposal generation, ensure data accuracy, and optimize internal efficiency.
40%
Reduction in proposal generation time
25%
Decrease in order error
30%
Reduction in order configuration time
Real Estate Case Study
Our client is a real estate leader specializing in sustainable solutions, cutting-edge technologies, and streamlined processes. They are redefining efficiency and innovation in the industry.
40%
Improved Data Import and Organization
50%
Improved Management of Unified Calling with
40%
Improved Object Creation and Ownership
Public Sector Grant Management
A public entity sought to streamline grant management for Tribal Communities which is facing climate change .They want to simplify applications and allocate funds effectively.
30%
Improved User Experience
40%
Enhanced Data Integrity
40%
Empowered Collaboration
Front End Development (Visualforce, Aura,LWC)/Non-Profit
Global G.L.O.W. empowers girls in vulnerable communities through mentorship programs, collaborating with schools and NGOS to equip them with skills and resources.
40%
Decrease in time spent filling budgets
30%
Enhanced Operational Efficiency
15%
Improved Data Accuracy
Experience Cloud Implementation
Healthcare organization needed a platform to enhance communication, collaboration, and engagement among their members, who were dissatisfied with the limitations of traditional email and websites.
30%
Enhanced User Engagement
20%
Improved Event Participation
25%
Boosted Networking & Collaboration
Marketing Cloud Implementation
Beer retail chain adopts BigCommerce for digital transformation, integrating with Sales Cloud, Marketing Cloud, CDP, and Dataroma to enhance customer experience and sales efficiency.
30%
Increase in customer satisfaction
20%
Improvement in subscriber engagement
40%
Improved Streamlined Processes
Mailchimp-SF Intgeration
Wondersign, a product catalog platform, seamlessly integrates with your existing tools to provide accurate, up-to-date product information, enhancing customer experience and sales efficiency.
40%
Seamless & Bi-Directional Data Flow
50%
Targeted Communication
30%
Improved Data-Driven Decisions
Service Cloud Voice(Amazon Connect)
The client sought a unified solution for customer interactions, sales, and workforce management, combining a call center system and Field Service Lightning into Salesforce to streamline operations and enhance customer engagement.
60%
Increased Agent Efficiency
70%
Enhanced Communication
70%
Centralized Documentation
Hubspot-SF Migration/Account Enagagement (Pardot) Implmentation
Submer, a leader in next-generation cooling and automation, empowers data centers with efficient, sustainable technologies to enhance efficiency and sustainability.
40%
Accurate & Seamless Bi-Directional Data Flow
50%
Targeted Communication
60%
Increase in Data-Driven Decisions
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