CRM Platform For Manufacturing Industry

This Salesforce CRM platform integrated some notable functionalities:
- Customer care: Build a portal page, where customers can make support requests, ask questions, post products, develop care process, handle complaints from many countries: Korea, China , America, allow customers to instantly book phone and video appointments through a customer portal.
- Field Serivce: Intelligently assigning the right workers to the right projects based on skills, location, and business rules, use Field Service Analytics to give your managers and dispatchers easy, real-time visibility into operational performance and KPIs, from any location
- Manage field activities: Coordinate, automatically assign, update the status of activities of staff and engineers in the field.

Clients

Our client for this Salesforce CRM project is a South Korean heavy machinery manufacturer company headquartered in South Korea. Its products include tractors and injection moulding machines.

Challenge

The client was on the path of finding CRM provider, and they reached SotaTek. They requested us to build a platform to facilitate their business operation and customer support.

Solutions

SotaTek delivered a full-cycle IT services for our partner, starting from consulting & strategy to development, operation & sustainment.

Results

- As a Salesforce Registered Consulting Partner, our professional team of Salesforce consulants and Technical Developers guaranteed high-quality services and launched a tailor-made platform for our client.
- Reduce in-person visits by providing virtual support.
- Prioritize essential projects and intelligently assign jobs, from anywhere.
- Manage jobs and safety protocols from any mobile device.