By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. You can change your settings at any time in our Privacy Policy.
Business Process Automation
Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce Marketing Cloud

Project Overview

Empowering Your Salesforce Success with Expertise and Innovation.

ConnectWise, a prominent software company offering comprehensive business management solutions, sought to streamline its sales, service, and marketing processes through Salesforce. The project aimed to automate workflows, enhance customer engagement, and leverage analytics for strategic growth.

Streamline your contract management with Apttus CPQ for service products.

Our Challenge

Integrate Salesforce Marketing Cloud and Lightning components..

The challenge lay in customizing Salesforce to automate and optimize ConnectWise's unique business processes, including sales cycle management, customer support operations, and marketing campaign execution. Implementing a cohesive system that could integrate seamlessly with existing software solutions was crucial.

The result

Easily extend contracts, eliminating the need for manual input.

The Salesforce solutions provided transformative results for ConnectWise:

Sales Cloud streamlined the sales process, improving lead management and accelerating the sales cycle.

Service Cloud optimized customer support operations, enhancing service delivery and customer satisfaction.

Marketing Cloud facilitated the execution of targeted marketing campaigns, increasing customer engagement and contributing to business growth.

The project markedly improved ConnectWise's operational efficiency and customer engagement, reinforcing its position as a leader in providing business management solutions.