"We were encouraged because Softjourn asked the right questions and involved people with the right experience in the conversations. Showed good leadership in managing the process of walking them through the sales process, keeping them on track, etc."
PEX: The Benefits of Salesforce CRM Integration for Expense Management Platform
Adding a new CRM helped with our client's expanding business.
ABOUT THE CLIENT:
Project:Integration of New Services
Industry:Expense Management
Client since:2019
Headquarters:New York, USA
Technologies:
SERVICES USED:
SERVICES USED:
The Challenge
After successfully working with Softjourn on developing mobile extensions for their expense management solution, PEX turned to us again with a request to make the process of onboarding new customers.
The Solution
In order to accelerate the process, the Softjourn team integrated the PEX website, SalesForce, and LexisNexis service so that all steps are now done automatically without PEX employees manually doing all the steps.
The Benefits
The immediate benefits of the new solutions for PEX's employees:
- Automation of business processes
- Increased efficiency
- Better use of time for PEX employees
The Challenge
A CRM is an incredibly valuable asset that usually sits at the core of many procedures throughout an organization. Many software vendors such as SalesForce, SAP, and Oracle offer enterprise CRM systems to appeal to most businesses. However, each business has its in-house processes that aren’t always built into CRM solutions.
One of our customers, PEX, faced a situation where they needed to change the way they added new customers to their SalesForce CRM and came to us to support them during that important implementation process.
After successfully working with Softjourn on developing mobile extensions for PEX services, they turned to us again with a request to make the process of adding a new customer easier.
Toffer Grant , Founder & CEO of PEX
The Solution
Adding a new customer used to be pretty much a manual process for PEX and involved four steps:
- Filling out a customer form on the PEX website;
- Moving the data manually to SalesForce;
- Sending the customer profile to LexisNexis do a background check of the company and its contact person.
- Sending the account to the bank to issue payment cards.
The Benefits
In order to accelerate the process, the Softjourn team integrated the PEX website, SalesForce, and LexisNexis service so that all steps are now done automatically without PEX employees manually doing all the steps.
The immediate benefits of this integration were:
- Automation of business processes
- Increased efficiency
- Better use of time for PEX employees
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Conclusion
The result of this project is a streamlined way of adding new customers, which will make the process faster and easier for PEX. If you need help with implementing a new CRM - we can help.
Partnership & Recognition
