Access Control with Salesforce to streamline the process of generating leads
October 5, 2021
Company Overview
Wave Computing is effective and easy to adopt cloud-based workforce optimization solution that includes workforce management, quality monitoring, performance management and analytics, all in one integrated platform. They are committed to providing a set of tools that allows their clients to measure performance, improve efficiency and productivity and reduce costs.
Key Improvements for our Customers
Fall in Access related requests by percentage
0
%
Decrease in administrative maintenance costs
0
%
Jump in NPS for confidentiality by basis points
0
%
The Challenges Faced by our Client
- In the business of softwares and patents, delivering magnitude orders to the prominent clientele requires utmost confidentiality and swiftest output. While everything is uploaded safely on a single cloud, it is accessible by everyone. This can raise security concerns around customers accidentally accessing data stored in another customer’s Salesforce instance.
- A seamless workflow is created to streamline the process of generating leads by the sales rep, manage them and convert them into opportunities.
- Also, creating each case with an overview of each hierarchal structure has been one of the problems as well.
- Also, Our client wanted to increase the efficiency of their team.
Proposed Solutions
- Access Control with Salesforce is a security technique that regulates who or what can view or use resources in a computing environment so users can do their job without seeing data they don't need to see. It is a fundamental concept in security that minimizes risk to the business or organization.
- Access Control with Salesforce provides layers of security with lots of flexibility to accommodate virtually any business need.
- It allows the admin to have a great deal of flexibility by having a controlling what any employee can see, create or delete at any instance on a particular object. He or she can controls which data and features that the employee has access to with an overview of cases hierarchies.
Outcomes Offered by Us
- Disproves manual duplicate efforts to access any cases with timely and secure automation.
- The streamlined process through one admin has been automated.
- This automation has reduced the access related requests by 80%.
- Brings down administrative costs by decreasing maintenance costs, auditing requirements and data security risk.
- Tracks each employee’s report from one single source.
Art Swift
" Outsource salesforce built a range of technologies for Tide, implementing mobile application components utilizing industry best practice. "
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