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WinklixIT Solution Simplified
Business Units
Winklix configured Salesforce to manage the full customer lifecycle for a California-based provider of warehouse management software.
Contact UsA California-based software company provides a warehouse management system (WMS) to third-party logistics businesses.
As it grew, sales, onboarding and support were managed in separate tools, and handovers between teams were inconsistent:
The client chose Winklix as its Salesforce partner to design and deliver a better way of working.
Winklix delivered a Salesforce solution tailored to the warehouse management software provider's processes and goals.
Opportunity stages, products and pricing were configured to match the company's sales cycle.
Closed deals automatically create onboarding projects with tasks and milestones.
Service Cloud manages support cases with SLAs and a knowledge base.
Leadership sees pipeline, onboarding progress and support performance in one place.
The engagement delivered clear, practical results for the client:
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