Case Studies

Amazon S3 Salesforce Integration – App listed on Salesforce Appexchange

Easy and Quick access of files related to any Salesforce objects stored on Amazon S3.   Key Benefits of the Connection Example use cases of Salesforce Amazon S3 integration are:

  • Store Salesforce web content and media files on the cloud in Amazon S3
  • Backup large data on the cloud in Amazon S3
  • No point-to-point integration required
  • Seamless integration running in the background
  • Facilitate Salesforce business processes with Amazon S3 capacities for big data storage
  • Allows for dynamic data discovery from within either Salesforce or Amazon S3
  • Data from Amazon S3 can be accessed easily within Salesforce.
  • Files can be shared externally while maintaining security and log
  • Allows file sharing with Salesforce users
  • Allows and Controls file access to external user by sending download link by email with user driven content expiry !
  • Store unlimited documents, images, video and other files using a simple interface
  • Set a file as private or public to secure your file from viewing

Xero Salesforce Integration 

Automates your business: A solution that will reduce time, creating a lead, generating your invoice, following up payment reminders, updating your accounting application – Xero.   Key Benefits of the Connection Example use cases of Salesforce Xero integration are:

  • Generate invoice from an opportunity in Salesforce, Invoice automatically created in Xero as draft.
  • Invoice details synced to Custom object.
  • A PDF format of Invoice created and stored in
  • PDF invoice email automation (auto/manual) to customer, Email task recorded as Task in
  • PDF Invoice contains a Payment link for online payments.
  • Approve Invoice options of Xero can be directly managed within
  • Online Payments (Partial / full) will be recorded both in and Xero
  • Synchronise Xero contacts with accounts.
  • Reports & Dashboards


  • Automate Invoicing
  • Chasing the Invoice – Sending Reminders
  • Saves your time and your staff’s time – get
  • View up-to-date Invoices in Xero & Salesforce
  • Invoices paid and unpaid – Account wise
  • Create Invoice in Salesforce
  • Email Invoice to Client from Salesforce
  • Automatically Update Xero
  • Integrate Payment Gateway on Invoice
  • Update Payment details in Xero & Salesforce

Charts & Reports

  • On Overdue Accounts
  • Monthly Receivables with Totals

Google Apps Salesforce Integration


  • Instant access of CRM data in Gmail
  • Quick & Easy management from within Gmail
  • Updating of Google Calendar from within Salesforce
  • Easy and Quick update of account and contact information from Gmail.

Key Benefits of the Connection Example use cases of Salesforce Google apps integration are:

  • Sync Email Contacts to CRM
  • Create Accounts, Contacts, Opportunity & Lead from Gmail
  • Search for any Account, Contact, Opportunity & Lead
  • View and create Salesforce Tasks in Gmail
  • Assign and manage Salesforce Tasks in Gmail
  • Automatic sync of calendar events
  • A two-way sync of google and Salesforce calendars
  • Support for all editions of Salesforce (for Professional API required)
  • Industry standard oAuth 2.0 and SSL security
  • Unlimited support
  • Auto free updates provided
  • Support for Chrome and Firefox
  • Support for Gmail and Google apps for business and enterprise

Astute Payroll: Salesforce CRM replaces Sugar CRM 


  • Updating tasks and tracking Sales Exec wise was difficult
  • Updating customer feedback was difficult
  • Challenges with Customer support


  • Sales Cloud
  • for Customer Support


  • Migration from Sugar CRM to Sales Cloud
  • Implementation & Configuring Salesforce CRM as per the client business
  • Started with Salesforce Professional edition, client upgraded to enterprise    edition within 6 months
  • Integration between Salesforce and Mailchimp for marketing and promotions
  • Simple Survey app installed to send surveys and record the response within salesforce
  • Implemented and integrated with
  • Conga & TaskrayID project management app installed, generated a Project Summary report, using Conga and Taskray by click of a single button.

Pharma Industry  Salesforce CRM implementation and support CRM Configuration for Pharmaceutical Sales team

Challenge   Client was looking for opportunities to simplify rep call logging and Territory allocation

  • Identify opportunities for 15% TCO reduction
  • Align the application with business strategies
  • GPs and Practice database management
  • Call Logging on Single and multiple Attendees
  • Performance Tracking and KPIs
  • Sample / Literature tracking


  • Analyzed the portfolio of 20,000+ practitioners from different perspectives to identify Account allocation to the Reps country wide
  • Refined current IT roadmap in strategic areas to address aforesaid issues
  • Prioritized different identified opportunities in a time-boxed manner for MSD to implement it Benefits


  • Cloud identified >25% in savings compared to target of 15%  • Savings were identified through a range of strategies including: Consolidation, Right allocation and operational excellence
  • 90% of savings through consolidation, 7% through simplification and the remaining through other strategies
  • Key consolidation opportunities in functional areas like CRM and BI


  • Maintain database of Practices, Practitioners, Institutions and Pharmacies
  • Managing Affiliations between Practitioners and Institutions
  • Allocating Accounts based on territories to Sales Reps for detailing
  • Call Recording based on Single Attendee and Multiple Attendee with create New Contract
  • Call objectives and next call objective with next call date, profiling questions, Key Messages delivered captured on Call Recording.
  • Allocate KPIs to reps ex: visits/day, doctor coverage per month
  • Manage Sample Inventory, Samples and Promotional Material Left
  • Expense management for Reps with Approval process
  • Mobile Call logging system


  • National Coverage and Frequency Reporting
  • National Call activity reports
  • Product Targets territory wise
  • Product Call Activity Report for GP and Pharmacies
  • My (REP) product-wise daily call activity report
  • My (Rep) Average Calls per day
  • All calls on Target this week (by Reps)
  • Reps on Target Coverage & Frequency
  • Target Practitioners visits report
  • Call Activity report Territory wise Coverage Target
  • Product wise Call Summary report
  • Literature Drop report


  • National Call Reports Dashboard
    o Calls on Target this week
    o Product calls this year
    o Total calls on target this year
    o Calls on Target this week by rep


  • Coverage and Frequency Dashboard
    o Call frequency by territory by region
    o Call coverage by territory by region
    o Calls to unique GP Target by territory by region
    o Total Calls by rep


  • Rep KPI Dashboard
    o My calls on practice today
    o My calls on target today
    o My Average calls per day
    o My Calls on target this year
    o My Calls with Product today