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Resources > Lead Onboarding
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To implement an end to end Lead Onboarding process in Salesforce.com that mirrors the Business process of VFMLeonardo Inc. with respect to introduction and routing of new Leads
After detailed and collaborative discussions, it was ascertained that the Salesforce.com Organization of VFMLeonardo will have to be customized by adding several Workflows, Triggers and Assignment rules to map the required Lead Onboarding process and improve productivity. During the course of the implementation Trekbin also suggested a set of generic modifications that would enable Administrators at VFMLeonardo to control access to the process and get rid of any extra work required when employees assigned to a particular stage of the process change. These changes were approved and incorporated in the same release. A detailed process chart describing the various facets implemented was then drawn and the implementation was completed on time
Sales and Marketing department in VFMLeonardo can now focus on doing what brings in revenue, instead of worrying about routing and maintenance of incoming Leads
Administrators at VFMLeonardo can now create a slew of Analytics around the process and measure efficiency of the process, thereby, helping them plan for future enhancements and similar Productivity add-ons
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Trekbin has been a valuable partner to help us with various technologies such as Salesforce.com, Amazon cloud offerrings, Flash, and ASP.net applications. They are very responsive and care about the timely and quality of their delivery arm. We find them an important extension of our technical team and can highly recommend them.
Bill Wirt,
Chief Technology Officer
Spotzer Media Group
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For over 1 year, VFM Leonardo has engaged Trekbin development services on strategic and operational projects. The projects range from CRM development on salesforce.com to e-commerce to integration with force.com and other platforms. Trekbin brings deep technical expertise, solid process, excellent communication, responsiveness and flexibility, and delivers on time. Trekbin has definitely added value as a collaborative partner on our CRM and force.com projects.
Ian Locke,
VP Operations
VFM Leonardo
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Trekbin has been a valuable partner guiding us through the capabilities of Salesforce and helping us design the appropriate solution to fit our requirements. Trekbin goes the extra mile to insure that they exceed customer expectations and are very attentive to detail to deliver a high-quality product. They have been able to develop an application within Salesforce and also utilize Salesforce's API technology to connect our proprietary sales and marketing optimization tool. We are working with Trekbin to plan our next phases of product development.
Jeff Wills,
Director
Stringcan
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