About the client
The client is a well-known fitness franchise that offers state-of-the-art facilities and diverse workout programs across the USA. It is known for its quality equipment and expert training staff, making it a compelling choice for individuals seeking comprehensive fitness solutions.
Client challenges
Due to the lack of centralized data, our client had poor visibility into their business operations. Their information was scattered across their systems, impacting their decision-making. They needed help understanding their customers’ distinct needs and could not adequately serve them, resulting in a poor customer experience.
LevelShif used Salesforce REST API to integrate the client’s systems and create a centralized data hub. This solution streamlined operations, improved data visibility, led to efficient decision-making, and enhanced overall business performance and customer satisfaction.
Solution
- LevelShift integrated ABC Financial software with Salesforce to automate billing and payment services. The API system is integrated between the two systems, enabling applications to easily access data and interact with external software components.
- The centralized database is designed to view, organize, and manage prospects’ and clients’ data encompassing financial information. This centralization ensures data quality and reliability, allowing the client to deliver personalized services.
- Our solution eliminated data redundancy in customer information across various touchpoints, whether online, in-store, or through customer support. This consistency in data fostered a seamless and cohesive experience for the end users.
- LevelShift implemented SMS functionality to manage subscriptions and other related requests and queries, allowing the end users to have a seamless experience with their subscriptions and other processes.
Benefits
LevelShift’s Salesforce REST API solution improved the client’s decision-making and business performance with a unified data hub across systems.