endorsedCompleted

Salesforce CRM Implementation for IT Services Company

Services Covered:

Custom Software Development

Industry

Information Technology

Duration

2 months

Budget

50K - 199K

Start Date

1 June 2022

Team Size

1-5 Employees

Engagement Model

Nearshore

Project Capability Score (PCS)

75/100

Good

Project Capability Score (PCS) estimates how capable SotaTek 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

Confidential

Nagoya, Japan

Project Summary

SOTATEK JSC implemented a Salesforce-based custom CRM for an IT services company to better manage client data and support growing global clientele. The system was developed using Salesforce technologies and front-end HTML/CSS, delivered ahead of schedule, and resulted in measurable efficiency gains. The client praised SOTATEK's communication, technical expertise, and ongoing support.

Key Challenges

Need to manage a growing number of global clients' data
Improve client servicing and operational efficiency through a CRM

Project Deliverables

Custom CRM platform
Salesforce implementation using LWC and Aura
Front-end using HTML/CSS

Project Solution

SotaTek was selected after online research and initial discussions and entered an MOU to begin work. They kicked off with requirement workshops to define must-have features, timeframe, and budget, then analyzed requirements and developed a custom Salesforce-based CRM. The implementation used Salesforce Lightning technologies (LWC and Aura) with front-end HTML/CSS; a five-person vendor team (CRM consultants, developers, and testers) executed the work while the client product owner acted as project manager.

Project Outcome

Launched one month ahead of schedule
Reduced paperwork by 60%
Improved performance by 45%
High client satisfaction due to strong communication and support

Platforms

Tech Stack

HTML
CSS

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The system was delivered ahead of time and built according to specifications. As a result, the client saw a 45% improvement in terms of efficiency. SOTATEK JSC impressed with their communication skills, technical expertise, and knowledge. They also provided support at every stage of the project.”
Aki Tamura
Product Owner
Date: 09/28/2022