CASE STUDY · Technology
Its a checkmate
Industry
Technology
Client
Its a checkmate
Integration
Salesforce
Products Used
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01
The Brief
2 challenges
It's a CheckMate is a Point of Sale system which integrates various ordering platforms directly to the customers POS.
It was been observed that having a huge pull of customer there was huge data coming in for more business and there was not any defined process for Lead capturing and connecting with the leads through any channel, and no process for connecting with customers who had an installations of the system, this was creating issues to maintain a happy customer relationship.
02
The Approach
Solution
The automated system helped in follow ups with their customers who needed renewal of the service from time to time automatically.
Automatic follow ups were performed for the Lead in the pipeline, resulting a huge cost and human hours saving.
A successful solution was implemented for the major issue of bouncing of emails which was causing pain in the process to the client, which helped them to reduce the manual efforts and costs.
Automation was written to minimize the need to create and maintain the various forms of integration credentials for every Account.
Bulk lead conversion was developed for ease of managing Leads and to save major time.
Automated tasks were created for business users to nurture and manage the Accounts timely.
Various reports and dashboard helped in having a 360 degree view of the whole system.
03
Stack & Tools
04
Impact
Streamlined Operations: Unified platform for better efficiency.
Higher Customer Retention: Proactive follow-ups improved renewals.
Cost & Time Savings: Automation reduced manual effort and errors.
Better Communication: Resolved email bouncing for smoother outreach.
Simplified Integrations: Reduced credential management overhead.
Faster Lead Processing: Bulk conversions accelerated sales cycles.
Increased Productivity: Automated tasks enhanced team efficiency.
Actionable Insights: Real-time reports enabled smarter decisions.

