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Salesforce Ticket Filtering Component for CRM Consultant

Services Covered:

Salesforce Solutions • Custom Software Development • Big Data Analytics and Business Intelligence • IT Consulting
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Industry
Industry

Business Consulting & Services

Duration
Durationinfo-circle

8 months

Budget
Budget

10K - 49K

Start Date
Start Date

1 January 2020

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
75/100
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

Quantum CRM Solutions, LLC

mapAtlanta, United States of America

Project Summary

Algoworks developed a custom Salesforce Aura component with an Apex backend to improve display, filtering, and sorting of client support tickets for a CRM consultancy. The component sped up the ticketing workflow, received positive beta feedback from clients, and is part of an ongoing relationship with the vendor. The work followed business requirements and best practices, delivering improved performance and usability compared to the legacy solution.

Key Challenges

  • Needed a custom Salesforce community component to display client cases
  • Required improved filtering and sorting of support tickets to replace a legacy solution

Project Deliverables

  • Salesforce Aura component for ticket display and filtering
  • Apex backend server-side code
  • Implementation and integration into the Salesforce community

Project Solution

Algoworks created a Salesforce component (built with Aura) to improve display, filtering, and sorting of client support tickets, and implemented server-side logic using Apex. The vendor delivered the component, integrated it into the Salesforce community, and provided the implementation and code required to replace a slower legacy solution. The client interfaced with a two-person team while additional teammates supported the work behind the scenes.

Project Outcome

  • Received positive beta feedback from clients
  • Improved speed compared to the legacy in-house solution
  • Delivered a nicer, easier-to-manage ticketing interface

Platforms

  • CRMCRM

Tech Stack

  • JavaJava

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

Working with Algoworks has been a pleasant experience because they understand our business requirements and follow best practices. Clients have given good feedback on the component they built. Their work is high quality, and they're great at building a strong relationship.

Phillip Poskus

Founder & CEO

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

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