Buffalo 7 are a digital design agency who specialise in turning every day presentations (such as PowerPoint, Keynote or Prezi) into high-quality, professional slide decks with the vision of ‘turning the unremarkable into the incredible’.
Their Service, Sales and Project teams work together closely to deliver an unrivalled end-to-end design management process with high-end results.
Multiple Systems Data replicated across several systems meaning there was no single-customer view
Management Information Very difficult to report on Sales lifecycle and forecasts
Managing Communications Unable to combine all communication channels into one central location
Manual Data Entry Double entry required from CRM to Project Management to Invoicing systems
Invoicing Inability to generate invoices from current CRM
Calendar Integration Unable to link their Google calendars into current CRM solution
Case Management Developed case functionality to allow the management of inbound enquiries
Live Agent Implemented Live Agent web chat to manage customer enquiries from the website
Web-to-Case For queries outside of business hours, Seamlessideas implemented Web-to-Case forms
Email-to-Case Linked the support desk’s central email box so that email enquiries could be managed from Salesforce
Sales Process Defined the end-to-end sales process and developed Leads, Accounts and Contacts to manage the process
Xero Integration Implemented the Breadwinner application to integrate Xero with ‘Mission Control’ projects
Salesforce Inbox Implemented Salesforce Inbox and delivered roll-out to users
E-signatures Integrated DocuSign into Salesforce Opportunities, creating multiple dynamic document templates with the ability to auto-populate with Salesforce data
Train-the-Trainer Ran a train-the-trainer session to give Buffalo 7 the ability and tools to train all current and future users internally
50% Increase in Lead Conversions With cases working as a qualification area where leads are separated from enquiries, the percentage of new leads converting has increased by 50%
22% Time Reduction in Sales Lifecycle Through process engineering and effective automation, the average end-to-end sales lifecycle time has been reduced by 22%
71% Reduction in Response Times With Docusign in place, the average time to receive responses to signature requests has been reduced from 7 days to 2 days
Founder, CEO
With over ten years' Salesforce experience, Rizwan has grown Seamlessideas into a successful consultancy and strategic Salesforce partner.
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