Kizzy Consulting
About Kizzy Consulting
Kizzy Consulting is a Salesforce Consulting Partner (Ridge) in the USA and has successfully implemented 100+ Salesforce projects for 100+ clients across sectors like Financial Services, Insurance, Retail, Sales, Manufacturing, Real estate, Logistics, and Healthcare in countries like the US, Europe, and Australia. Get a free consultation now by emailing them at [email protected].
Services provided by Kizzy Consulting:
1. Salesforce Consulting Partner
2. Salesforce Implementation Partner
3. Salesforce Development Partner
4. Salesforce Integration Partner
5. Salesforce Managed Services Provider
6. Salesforce Sales Cloud Implementation
7. Salesforce Service Cloud Implementation
8. Salesforce Experience Cloud Implementation
9. Salesforce Marketing Cloud Implementation
10. Salesforce Field Service Lightning Implementation
11. Salesforce CPQ Implementation
Kizzy Consulting is a Salesforce Consulting Partner (Ridge) in the USA and has successfully implemented 100+ Salesforce projects for 100+ clients across sectors like Financial Services, Insurance, Retail, Sales, Manufacturing, Real estate, Logistics, and Healthcare in countries like the US, Europe, and Australia. Get a free consultation now by emailing them at [email protected].
Services provided by Kizzy Consulting:
1. Salesforce Consulting Partner
2. Salesforce Implementation Partner
3. Salesforce Development Partner
4. Salesforce Integration Partner
5. Salesforce Managed Services Provider
6. Salesforce Sales Cloud Implementation
7. Salesforce Service Cloud Implementation
8. Salesforce Experience Cloud Implementation
9. Salesforce Marketing Cloud Implementation
10. Salesforce Field Service Lightning Implementation
11. Salesforce CPQ Implementation
Key Insights
Services & Focus
Industry Focus
Client Focus
Portfolio
Commodity Trade Automation
The client is based out of Boston, MA (USA)
The client is using the Professional Edition of Salesforce. They wanted to use Salesforce for:
Better selling, buying of materials.
Keeping track of financial details related to Transactions, Transportation details, etc.
Setting up a security protocol so that there is no data breach.
Cloud and Edition: Sales, Professional
Salesforce Integration with Quickbooks
The client is using the Enterprise edition of Salesforce. There used to be multiple Invoices coming in each day for initiated Deals and manual conversion of these invoices in QuickBooks was becoming a headache for the Accounts team.
Cloud and Edition: Sales, Enterprise
Automate Salesforce Enterprise
Our client is in the Real estate business for the last 10 years and has acquired more than 100 properties and converted it into co-living spaces.
To automate the property acquisition process, client wanted a system that could manage the entire process lifecycle, including site evaluation, resource, relationship tracking, and critical document storage – all on a need-to-know basis. Furthermore, to increase the occupancy percentage they wanted to have a single view of all their rented co-living spaces.
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