Saxon Global

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Case Study

Read through our Case Studies to learn how we have used Data Analytics and Business Intelligence to help organizations be more productive and efficient. Please feel free to download any or all of the Case Studies below.


Customization of Salesforce CRM for a leading Financial Bank Institution in US

About the Customer: Customer is a full-service, technology-driven consumer finance company focused on vehicle finance and unsecured consumer lending products. The company, which began originating retail installment contracts in 1997, has a serviced portfolio of more than $40 billion (as of September 30, 2014), has more than two million customers across all credit grades.

Business Situation & Challenges:  Customer wants to implement Salesforce Campaign Management Functionality. Customer wants to Create and automate rich multi-stage, recurring and event-triggered campaigns. Execute permission-based and personalized campaigns across all channels of customer interaction. Ensure the effectiveness of customer campaigns. Customer is using DatawareHouse (DWH) as back end database and needs to fetch data in Salesforce and the data in Salesforce needs to be saved in DWH. As part of this initiative, Saxon implemented Salesforce Campaign Management functionality and its customization and integrated Salesforce with DWH for reaching their KPI’s, Goals & Productivity.

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Implementation of Salesforce CRM for a leading US company in the Pharmaceutical Industry

About the Customer: Customer is one of the market leader in providing high value, simple to perform, clinically relevant multiplex molecular tests to aid in the diagnosis of disease and the selection and dosing of therapies.Customer’s proprietary eSensor technology is based on the principles of competitive DNA hybridization and electrochemical detection. As a result, Customer diagnostic tests are less prone to sample contamination risk and do not require many of the time-consuming washing and preparation steps required by competing multiplexing technologies. Customer is committed to providing educational resources to medical professionals that exceed the standard technical details provided by many other test manufacturers.

Business Situation & Challenges: Customer faced challenges to analyze and report revenue value for each stage of opportunity in a single currency. The Opportunity amount was in the default USD and had to be converted into the currencies of Euro (€), Swiss franc (CHF), GBP for the benefit of local Salesforce Users. Customer was facing challenges in calculating the revenue numbers of various currencies in different opportunity stage and then display in different pages based on demography of business users to get the appropriate data. Finally, Customer needs to view the Opportunity Stages in the pictorial view of Filter for the given Date range along with local currency.

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Implementation of Salesforce CRM for a leading US company in the Logistics Industry.

About the Customer: This Customer is one of the largest and most trusted leader today in international package consolidation, servingmore than 200,000 satisfied customers in over 220 countries since 1997.

Business Situation & Challenges: This customer faced challenges to query, analyze and support their customers whose service requests wereearlier maintained on outlook folders based on the rules on service request topics. Growing needs of their customersand market growth called for a TRANSFORMATION to Customer Relationship. They needed a seamless, scalableand user friendly supports to manage their customer satisfaction and needs for driving their business and alsomanaging their Internal Customer Service Team performance.

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BI implementation for International Logistics Company

About the Customer: The Customer is the largest and most trusted leader today in International package consolidation, serving more than 200,000 customers in over 220 countries.

Business Situation & Challenges: The business was growing at fast rate year on year and there was a pressing need for a strong analytics platform for the management to drive their next decisions objectively. The dashboard and reports were predominantly manual and adhoc process based. Any new report or measure requirement meant the involvement of IT team to build and deliver the same. The management wanted to transform their organization into an analytics and metrics driven one and enable objectives based decision making.

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BI implementation for Healthcare Company

About the Customer: Headquartered in St. Louis, Customer provides integrated pharmacy benefit management services, including network-pharmacy claims processing, home delivery, specialty benefit management, benefit-design consultation, drug-utilization review, formulary management, and medical and drug data analysis services.

Business Situation & Challenges: Multiple programming languages were used across the customer organization (Clipper, Actuate, Excel, et al). They were also using outdated technologies for reporting. They had multi-vendor scenario where communication amongst stakeholders was a challenge.

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