Continuous Improvement

Company Profile and Overview

Industry: Information Technology & Services

Location: Eastern Canada

Employee Category Range: 51-200 employees

Salesforce Clouds: Sales Cloud, Service Cloud, Community Cloud, CPQ, Platform Cloud and 3rd Party Apps

Company Overview: Provider of Software Subscription Services


After replacing their previous Salesforce Partner, the focus was to grow and enhance Salesforce functionality and enablement.

  • Customer had limited in-house Salesforce expertise and had year of various admins making various changes in the system
  • Previous Salesforce partner lacked multi-cloud Salesforce experience
  • Previous projects were moving slowly and they needed to meet tight deadlines for a new Customer Community in the New Year
  • There was a long list of outstanding break/fix items that needed to be prioritized
  • A full system review and audit of Salesforce was required
  • Solutions Implemented:
    Sales Cloud, Service Cloud, Community Cloud, CPQ, Platform Cloud and 3rd Party Apps
  • Migrated portal to a new robust Customer Community portal to manage Cases, Knowledge Articles and Chat functionality
  • Assisted in the evaluation and selection of CPQ to manage their software subscription sales and renewal processes with integration into Intuit
  • Developed Apex Classes, Triggers, and Lightning components to support new business processes
  • Review and improve test coverage of remaining classes
  • Upgraded the Service Team from Salesforce Classic to the Lightning Experience to manage advanced internal support processes and communication
  • Optimized 3rd Party applications and enablement across the team
  • Communication between Sales and Support teams has increased, workflow automations have reduced manual tasks, and updates to integrations and code base have improved reporting reliability
  • Improved code coverage by 23%
  • Quick time to value: met aggressive timelines for a new Customer Community portal and Lightning Experience migration within 8 weeks
  • The success of these initial projects has allowed leadership to approve continued enhancements to the Salesforce platform including Einstein Bots Chat, Phase 2 of Community Cloud and additional custom integrations with in-house database platforms
  • SkyVenn is now their preferred Salesforce partner under Managed Services to provide continued support, configs, enhancements and enablement services

SkyVenn is Dedicated to Customer Success

Since 2010 SkyVenn has been delivering tailored Salesforce solutions to help meet each of our client’s unique requirements. We are led by former Salesforce employees and leverage years of experience and industry best practices to ensure a successful implementation. We are committed to seeing our customers wildly successful on the Salesforce platform.

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Projects Completed


Years of Experience per Senior Salesforce Consultant


Apps Developed on the AppExchange