Illustrative image for: salesforce rollout.

Case Study · Systems & Integrations

Innowise Consolidating customer data and business workflows.

Partner project by Innowise

Project profile

  • CustomerInnowise
  • PartnerInnowise
  • IndustryIT
01

Challenge

HubSpot, Jira, spreadsheets and documents held overlapping information. Inconsistent processes hindered access, reporting and collaboration.

02

Solution

Connecting internal workflows through Salesforce

The internal team cleaned and migrated data, configured Salesforce permissions and automated workflows. HRM, time tracking and other tools were integrated.

Technologies

  • Salesforce Sales Cloud
  • Experience Cloud
  • Jira
03

Results

Innowise reports less manual work and clearer tracking from customer request to project completion. The source explicitly describes an internal implementation.

Project profile

  • CustomerInnowise
  • PartnerInnowise
  • IndustryIT

Technologies

  • Salesforce Sales Cloud
  • Experience Cloud
  • Jira

Further reading