Salesforce CRM Implementation at Cydcor

Organization: Cydcor
Duration: 1 year

Objective:

Cydcor sought to enable the ability to track customer interactions across sales representatives and product lines, and to improve visibility and reporting of business activities.

Solution:

Migrate Cydcor's sales operations from a legacy SQL-based system to Salesforce CRM. This complex transition involved integrating with multiple third-party applications and leveraging client APIs for a seamless and comprehensive solution.

Process:

1. Design Thinking Approach:

   • Conducted a thorough evaluation of existing systems and user interactions.

   • Partnered with the Salesforce Solutions team to identify suitable replacements for critical functionalities.

2. Architecture Mapping:

   • Designed a detailed architecture for system and application interactions.

   • Coordinated with development and infrastructure teams to ensure precise execution.

3. Implementation:

   • Executed the migration and integration plan using Agile Methodology (Scrum) to ensure flexibility and responsiveness throughout the project lifecycle.

Outcome:

• Enhanced Visibility: Achieved comprehensive tracking of sales activities and customer touchpoints across all products.

• Improved Reporting: Simplified the reporting process, providing clearer insights into business activities.

• Operational Efficiency: Streamlined sales operations, resulting in better data management and operational efficiencies.

Tools & Technologies:

• Platforms and Applications: Salesforce CRM (marketing cloud, sales cloud, service cloud, and analytics), Databricks, Geopointe 

• Methodologies: Design Thinking, Agile (Scrum)

• Other: Visio for architecture mapping

Key Expertise Demonstrated:

• Systems Architecture

• Data Management

• Business Intelligence

• Operational Efficiencies