Success Story: AdvanceFirst Technologies

About the Company:

AdvanceFirst Technologies Ltd is a leading e-business enabler and systems integration company. Providing first class edi software and support services to over 300 clients in 20 countries.

The Challenge:

  • Tracking customer interactions and touchpoints
  • Sales forecasting and reporting
  • Querying historical customer data to improve business strategy and decisions
  • Reporting on customer issues

The Solution:

  • Data migration to onboard all existing customers and contracts
  • Advanced configuration of Lead, Opportunity and Contract objects to support quoting
  • Service Cloud configuration of Cases, Milestones and Entitlements to ensure rapid responses to customer support tickets

The Results:

  • Single customer view with emails, tasks, events and logged calls
  • Reporting to support product investment decisions
  • Full GDPR compliance with the new audited environment
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