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Salesforce Integrations & API Development for ERP/CRM Firm

Services Covered:

Custom Software Development • CRM Solutions
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Industry
Industry

Logistics & Transportation

Duration
Durationinfo-circle

7 months

Budget
Budget

10K - 49K

Start Date
Start Date

1 July 2022

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
77/100
Good

Project Capability Score (PCS) estimates how capable Algoworks is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Technix Client

mapMilpitas, United States of America

Project Summary

Algoworks provided Salesforce consulting, implementation and ongoing support for a managed CRM and ERP firm focused on supply chain and logistics. The engagement included custom integrations (notably a "Convoy for brokers" integration), API development, process optimizations and data cleanup. The client reports a smooth workflow, professional resources, and an ongoing engagement with contract extension anticipated.

Key Challenges

  • Need for Salesforce implementation and ongoing support
  • Requirement for custom integrations and automation for supply chain/logistics workflows

Project Deliverables

  • Salesforce integrations and support
  • Three REST APIs
  • Dynamic lead conversion process optimization
  • Data cleanup process
  • Contract status and other business automations

Project Solution

Algoworks was selected as a Salesforce partner and provided consulting, implementation and ongoing support. The team designed and developed a "Convoy for brokers" custom integration with Salesforce, implementing three REST APIs, optimizing the dynamic lead conversion process, performing data cleanup, and automating contract status and other business processes. They continue to maintain and enhance Salesforce integrations and applications for the client.

Project Outcome

  • Project is ongoing with continued integration development and maintenance.
  • Contract extension is expected.
  • Smooth workflow and professional, collaborative resources.

Platforms

  • CRMCRM
  • WebWeb

Tech Stack

  • REST APIREST API

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

We've been happy with Algoworks' services, which is why we keep working with them, and the workflow has been positive. Everything has gone smoothly, and their people have been professional. The team is impressively collaborative and truly skilled at what they do.

Anonymous

Co-Founder & Advisor

Note: This endorsement is based on publicly available client feedback from external review sources.

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