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Huseierne took a digital path to enhance the value proposition for their members and employees with Salesforce technology

Huseierne is a non-governmental organization that offers legal advisory services to its members and focuses on educating Norway’s citizens on different civic topics in the form of newsletters, articles, workshops, and courses.

Service Cloud – click and learn more  I  Huseierne Success Story

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Challenges

lack of a system that would fulfill all aspects of customer management and marketing automation;
lack of insights about customer behaviors;
too many systems requiring manual maintenance; 
the desire for a simple system that meets the needs of all departments and is easy to learn.

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Project scope

Salesforce Marketing Cloud implementation:

automated journeys (email/SMS) for different purposes serving Huseierne members;
providing innovative solutions for Customer Service communication with members and the Marketing Automation app on the Salesforce platform;

Service Cloud implementation – for the purpose of customer management handling cases (legal) membership management and other;
Salesforce Experience Cloud implementation – platform for all members (250 000) to handle key processes and collaborate with Huseierne specialists;
Heroku app – integration with the external database.

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Benefits

all the records are kept in one place;
all-in-one CRM solution addressing the needs of customer service, legal and marketing matters;
automated marketing journeys;
having more advanced features and creating
sophisticated logic for the marketing journeys and dynamic content in emails.

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Challenges

  • waste of time on preparing offers,
  • e-signature tool not integrated with the sales process,
  • inconsistent SaaS metrics,
  • frequent human errors during quote preparation,
  • quote templates stored as Word documents (manual updates necessary),
  • limitations on available pricing methods,
  • no standard place to track the Quotes history,
  • time-consuming review of agreement details (products/terms…),
  • lack of streamlined process for subscription management (e.g. upsell, cross sell),
  • no automatically triggered renewal process – obstructed revenue forecasting.

Project scope

  • The implementation of:
    1. CPQ for New Business as well as Amendment and Renewal processes:
      1. Quote Approval Process configured,
      2. Product Catalog configuration for recurring business,
      3. Opportunity and Quoting process automations,
      4. Order / Contract process automations,
      5. Amendment / Renewal process automations,
      6. SaaS metrics calculation.
    2. Easily configurable CPQ Quote Templates and integration with DocuSign e-signature solution for sending the Quote PDF.
  • The project also included:
    1. The calculation of CPQ Contracts and Subscriptions for legacy Contracts migration from FinancialForce,
    2. Support in integrating NetSuite with Salesforce.

Deliverables

  • Full financial picture of the Company,
  • Accurate contractual data,
  • Reduced manual work,
  • Facilitated monitoring of sales deals,
  • Easily customizable reports,
  • SaaS metrics (ARR, Churn) calculated accurately,
  • Many automations built – everyday work is now easier.

Christian Mjelde

Manager of the IT Department

What does our client say?

Cloudity gave us a very good start using Salesforce Service and Marketing Cloud. I would highly recommend this company to other customers. Although we are a company located in Norway, it was no problem to work with Cloudity, which has offices in Poland and Sweden.