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Case Study

A re-optimization solution was deployed using default objects and custom objects (with multi-level hierarchies and dependencies) in Salesforce

Company Profile

Founded in 2010, MineralTree provides the easiest to use Accounts Payable (AP) and Payment Automation solutions for finance professionals at growing organizations. MineralTree streamlines AP, giving customers unparalleled visibility and significant cost savings in an affordable, integrated platform that is guaranteed secure.

The Challenge

MineralTree had already implemented Salesforce but needed help extending the base capabilities and ensuring its setup was accurately optimized and mobile compatible for its sales, service, and other teams. Furthermore, their bridge to closing business deals, DocuSign, assigned inaccurate information to sensitive documents – directly affecting their ability to close deals.

The Solution

App Solve worked with the client in identifying all custom objects, their relationships, workflows and reporting needs. A re-optimization solution was deployed using default objects and custom objects (with multi-level hierarchies and dependencies) in Salesforce. Additionally, custom triggers and workflow to track the status of projects were configured allowing MineralTree to accurately report on Annual Recurring Revenue (ARR). Lastly, App Solve tested and redeployed Docusign, ensuring that it is pulling consistent and reliable information from the system. Specifically, ensure that business-specific Docusign actions (i.e. Convert opportunity to Closed-Won, notify specific parties, etc) are functioning as desired.

The Results

MineralTree can now benefit from faster sales deployment, conversion and automation thanks to a fully customized Salesforce.com Enterprise platform. MineralTree can now also close more leads throughout every step of their sales pipeline, due to accurate information flow, as a result of the DocuSign field repair.

Solutions Utilized:

Sales Cloud

Over time, your business changes, and App Solve enables you to continue your hockey stick growth by consulting on your current Salesforce.com system and potentially ‘Re-Optimizing’ your Salesforce platform.

Custom Solutions

Whether we’re building custom applications in Salesforce like in Chatter, building API integrations from scratch or custom 3rd party application integrations – we bring technology to the business to ensure all company objectives are exceeded.

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