Implemented SFDC Case Management for a Major Corporate Services Provider
Case Study Details:
Industry:
Corporate Services
Region:
USA
Technology:
Salesforce
About the Client
The client is a leading provider of corporate services to businesses across the world. Headquartered in the United States, our client provides compliance and legal services to Fortune 500 companies and thousands of financial enterprises.
The Business Challenge
The client wanted to implement service requests such as CLS Billing Service Request, E-billing Service Request, COA Service Request, and Rep Discount Service Request.
Evoke's Approach
Evoke’s Salesforce solution helped the client achieve the goal. The solution enable:
- Developed User Interface for Distribution Lists
- Out-of-Office Enhancements
- Case Attachment Widget
- Developed Salesforce1 Mobile App
The Outcomes
- Improved user interface for the distribution list
- Users can view all types of Salesforce records in the mobile app
- The user now has the functionality to attach documents to the cases
- Admin can now manage Distribution Lists
