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.
Solution
LevelShift integrated ABC Financial software with Salesforce to automate billing, payment services, and subscription management, improving data consistency and enhancing the client’s customer experience. The solution included:
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API integration: Enabled seamless interaction between Salesforce and ABC Financial software, allowing applications to access data and communicate with external systems efficiently.
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Centralized database: Consolidated prospect and client financial data in one location, ensuring data quality, reliability, and the ability to deliver personalized services.
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Elimination of data redundancy: Removed duplicate customer information across touchpoints, creating a consistent and cohesive user experience.
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SMS functionality: Implemented messaging to manage subscriptions and related queries, providing end users with a seamless and efficient experience.
Benefits
By implementing the Salesforce REST API solution, LevelShift enabled the client to unify data across systems, improving business performance and decision-making. The benefits include:
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Unified data hub: Centralized information from multiple systems, providing a single source of truth.
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Enhanced decision-making: Access to accurate, real-time data supports more informed business decisions.
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Improved business performance: Streamlined data flow and reduced manual intervention increased operational efficiency.