Steve, an Ofi-thrive, deals with customers for their company. They want to collect booking data from websites and store it in Salesforce, as well as create automation processes to automatically send email notifications to the owner and clients based on conditions. Auto-send feedback form and store feedback data; attendance module to track delegates' attendance; and automation processes to send all meeting summaries to the meeting planner.
After methodically working on the Salesforce sales cloud and integrations with Wordpress, an ultimate CRM was created. Before passing over the finished flow to the client with credentials, it was thoroughly tested to assure outstanding outcomes. Integrations and features were developed after extensive market research, with special attention paid to making the site user-friendly. Before proposing innovative solutions, Narola InfoTech professionals thoroughly understood the client's requirements. Booking management, Expenses management, feedback management, Attendance, Exam management and automation flow were all praised. This project's implementation was a success, and it made our team more aware of sales cloud implementation and wordpress integration with Salesforce!
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