Vertical-agnostic lead purchasing and management platform to replace a legacy platform. Designed to use Force.com as a multi-tenant environment, platform clients have access to a variety of tools and analytics for purchasing leads, tracking their vendors, evaluating quality and other metrics, and contacting/curating Leads. Real-time analytics that can be heavily customized to slice and dice raw data for integration in actual business decisions. Sophisticated rules engine to specify Lead format and content criteria and reject vendor-submitted Leads failing criteria. Built-in one-click CTI for contacting Leads, activity tracking, per-customer customizable Lead status tracking. Third party real-time export of Lead information via email or HTTP.
Sophisticated inventory management system allowing employees to list products and attach images with a drag and drop interface as they inventory a new shipment. Use of a Salesforce Site/Community to expose listed equipment ready for sale directly to customers in a public-facing, custom website. Stored all original images and thumbnails on Amazon cloud to keep data costs low, integrated with Product records and public website. Tracked customer inquiries and interest and created relationships to individual products.
Bi-directional integration between a Salesforce instance and Atlassian JIRA that preserves relationships two tables unique to each system as well as allowing either system to be the source of truth for specific fields.
An application submission and curation system using an email-to-salesforce listener to receive application documents and attach them to applications. Custom code to support application status tracking and to expose completed applications to third party systems for download.
Substantial Apex customization of a Salesforce org to integrate it with internal systems built by the customer. Heavy relationship cascading using triggers with an event-driven model. Custom hands-off Lead Conversion process tied to external system.
Daily imports of financial data records, complex analytics to offer useful metrics to users in order to facilitate business decisions and planning.
Custom Product record bundler using Apex/Visualforce to make it easy to create bundles and add them to Quotes and Opportunities.
Service Cloud Console implementation that heavily customized the console to integrate with CTI with divisions between record groupings for a company offering customer support services for a variety of customers. Depending on the organization related to a specific call, agents would answer the phone appropriately and have their record searches and relationships filtered based on customer.