Saurabh Gupta

CHALLENGES
• Tracking of donations and grants.
• Skipping follow-up with donors.
• Capturing donors from various channels.
• Lack of scheduled payment reminders.
• No real-time reports.

VALUE PROPOSITION
I managed automation for customer follow-ups, de-duplication and assignment, and donor and grant tracking. Implemented a mobile-ready solution and real-time analytics.

SOLUTION
• Donation management
• Grant management
• Payment management
• Recurring donations
• Reaching the donors on WhatsApp

Problem:
• Customer service for B2B and B2C customers
• CTI Integration
• Social Listening, Chatbots Whatsapp

Solution:
• Implementation of Service Cloud and Social Studio

Result:
• Omnichannel case management for multiple stakeholders
• Real time reports and dashboards

Problem:
Needed to build B2C data.
Wanted to send notification of shipping information, manage cases, and track repeat orders from the customer.

Solution:
Implementation of Service cloud and marketing cloud ( Email Studio).
Integration with Shopify and Ship Rocket.

Result:
• Increase in customer retention

UIB India is a joint venture between the UIB Group (UK), Indo Rama SPL Group, and Lucas and Mayo. UIB India is an accredited composite insurance broker licensed by India's Insurance Regulatory and Development Authority. We provide insurance broking services to the consumer and wholesale markets, placing insurance and reinsurance for our clients in India and, where clients' needs require, elsewhere in the world.

The past two decades have witnessed an unprecedented change in how content is consumed and promoted. Adapting and providing relevant solutions at scale is challenging in the constantly changing digital advertising landscape. Tyroo was formed as a solution to these problems. With a team of experts and innovators, they set out to create tools to enable their clients and publishers to achieve their business goals efficiently.

Realistic Realtors is a leading real estate advisory firm in India that offers professional services in commercial and residential real estate across 425+ cities. The company also provides specialized leasing and investment advisory services.

Implemented bespoke Salesforce CRM solution-specific features integrated into the CRM solution:
Website Lead Capturing
Facebooks Ads
3rd-party integration: 99acres and MagicBricks
SMS and WhatsApp integration
IVR
Google Maps API

CHALLENGE
• No system for capturing leads.
• Challenge in generating project and daily sales plan reports and analyzing the sales team's performance.
• Field sales team used multiple systems for visits, attendance, and expense management.
• No centralized system to view everything in one place.
• Lack of single view for orders invoices and customer balance (SAP integration).

SOLUTION
• Implemented CG cloud to manage the domestic and export business on one platform.
• Built a mobile-ready solution for field sales team to manage day-to-day activity.
• Automated quote generation, expenses based on TA/DA rules, and warranty cards.
• Integrated with SAP to get the order, payment, and inventory-related details.