{"id":3867,"date":"2023-05-11T06:13:41","date_gmt":"2023-05-11T06:13:41","guid":{"rendered":"https:\/\/sigma-redesign.sigmainfo.net\/?case-studies=customize-salesforce-crm-solution-for-us-based-client"},"modified":"2025-06-10T11:35:38","modified_gmt":"2025-06-10T11:35:38","slug":"customize-salesforce-crm-solution-for-us-based-client","status":"publish","type":"case-studies","link":"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/","title":{"rendered":"Customize Salesforce CRM Solution for US-based Client"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qhfxh-5187ff7d5b0eaf64a76fd76a8512d7a3\">\n#top .av-special-heading.av-lz9qhfxh-5187ff7d5b0eaf64a76fd76a8512d7a3{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-lz9qhfxh-5187ff7d5b0eaf64a76fd76a8512d7a3 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-lz9qhfxh-5187ff7d5b0eaf64a76fd76a8512d7a3 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-lz9qhfxh-5187ff7d5b0eaf64a76fd76a8512d7a3 av-special-heading-h1 blockquote modern-quote modern-centered'><h1 class='av-special-heading-tag'  itemprop=\"headline\"  >Customize Salesforce CRM Solution for US-based Client<\/h1><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-8qz157-ee402e901e794bc599725aedeebb26b1\">\n#top .hr.av-8qz157-ee402e901e794bc599725aedeebb26b1{\nmargin-top:10px;\nmargin-bottom:10px;\n}\n.hr.av-8qz157-ee402e901e794bc599725aedeebb26b1 .hr-inner{\nwidth:50px;\nborder-color:#8dc321;\n}\n<\/style>\n<div  class='hr av-8qz157-ee402e901e794bc599725aedeebb26b1 hr-custom hr-center hr-icon-no'><span class='hr-inner inner-border-av-border-fat'><span class=\"hr-inner-style\"><\/span><\/span><\/div>\n<div  class='flex_column av-2dhhh6z-f63277e5f3cdd7032ef2e36c00327dbf av_one_half first flex_column_div  '     ><p>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-2bvn023-e37a56d46e0393d3f7f9b0f45c79b726\">\n#top .av-special-heading.av-2bvn023-e37a56d46e0393d3f7f9b0f45c79b726{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-2bvn023-e37a56d46e0393d3f7f9b0f45c79b726 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-2bvn023-e37a56d46e0393d3f7f9b0f45c79b726 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-2bvn023-e37a56d46e0393d3f7f9b0f45c79b726 av-special-heading-h3 blockquote modern-quote  heading'><h3 class='av-special-heading-tag'  itemprop=\"headline\"  >Client Organization<\/h3><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div><br \/>\n<section  class='av_textblock_section av-lz9qhr3w-1316d996d43dabfc8a0ec5d087886904 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><p>NPP is a reliable savings source for businesses and their employees across the country. With a collective purchasing power of over 300,000 members, NPP offers excellent discounts and exclusive B2B pricing options to businesses of all sizes. NPP\u2019s members have access to a comprehensive catalog of useful items for both professional and personal use, with exclusive deals and discounts available.<\/p>\n<p>Notably, NPP membership is entirely free and entails no obligation to make any purchases.<\/p>\n<\/div><\/section><\/p><\/div>\n<div  class='flex_column av-29p57nv-84a1a4f40392278285c50630c90277d5 av_one_half flex_column_div  '     ><p>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qi4gd-7b3027e35568ad228aa72e3435a6433c\">\n#top .av-special-heading.av-lz9qi4gd-7b3027e35568ad228aa72e3435a6433c{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-lz9qi4gd-7b3027e35568ad228aa72e3435a6433c .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-lz9qi4gd-7b3027e35568ad228aa72e3435a6433c .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-lz9qi4gd-7b3027e35568ad228aa72e3435a6433c av-special-heading-h3 blockquote modern-quote  heading'><h3 class='av-special-heading-tag'  itemprop=\"headline\"  >Objective<\/h3><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div><br \/>\n<section  class='av_textblock_section av-lz9qie09-3226e7d1c7bf798843d3bd504aa7701c '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><p>To customize and manage the salesforce CRM workflow based on NPP business needs and Automate the process and generate reports to calculate the profit and commission earned by the company.<\/p>\n<\/div><\/section><\/p><\/div>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qz7is-eda21096d1f3ec5b8ca5eb92907b1d3b\">\n.avia-section.av-lz9qz7is-eda21096d1f3ec5b8ca5eb92907b1d3b{\nbackground-repeat:no-repeat;\nbackground-image:url(https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2024\/02\/business_need_challenges.webp);\nbackground-position:50% 50%;\nbackground-attachment:fixed;\n}\n.avia-section.av-lz9qz7is-eda21096d1f3ec5b8ca5eb92907b1d3b .av-section-color-overlay{\nopacity:0.9;\nbackground-color:#35383c;\n}\n<\/style>\n<div id='av_section_1'  class='avia-section av-lz9qz7is-eda21096d1f3ec5b8ca5eb92907b1d3b main_color avia-section-default avia-no-border-styling avia-full-stretch avia-bg-style-fixed av-section-color-overlay-active container_wrap sidebar_right'  data-section-bg-repeat='stretch'><div class=\"av-section-color-overlay-wrap\"><div class=\"av-section-color-overlay\"><\/div><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-3867'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-28ovwx7-de2d9da32dd4bab2fc5e9b0ec6bb473a\">\n#top .av-special-heading.av-28ovwx7-de2d9da32dd4bab2fc5e9b0ec6bb473a{\npadding-bottom:10px;\ncolor:#ffffff;\n}\nbody .av-special-heading.av-28ovwx7-de2d9da32dd4bab2fc5e9b0ec6bb473a .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-28ovwx7-de2d9da32dd4bab2fc5e9b0ec6bb473a .special-heading-inner-border{\nborder-color:#ffffff;\n}\n.av-special-heading.av-28ovwx7-de2d9da32dd4bab2fc5e9b0ec6bb473a .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-28ovwx7-de2d9da32dd4bab2fc5e9b0ec6bb473a av-special-heading-h2 custom-color-heading blockquote modern-quote modern-centered'><h2 class='av-special-heading-tag'  itemprop=\"headline\"  >Business Needs And Challenges<\/h2><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-27cinqj-758f262ccdd6d0fbd1859fde2c64530c\">\n#top .hr.av-27cinqj-758f262ccdd6d0fbd1859fde2c64530c{\nmargin-top:10px;\nmargin-bottom:10px;\n}\n.hr.av-27cinqj-758f262ccdd6d0fbd1859fde2c64530c .hr-inner{\nwidth:50px;\nborder-color:#ffffff;\n}\n<\/style>\n<div  class='hr av-27cinqj-758f262ccdd6d0fbd1859fde2c64530c hr-custom hr-center hr-icon-no'><span class='hr-inner inner-border-av-border-fat'><span class=\"hr-inner-style\"><\/span><\/span><\/div>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qin9d-a672a4905526c0321b85f4fca774f260\">\n#top .av_textblock_section.av-lz9qin9d-a672a4905526c0321b85f4fca774f260 .avia_textblock{\ncolor:#ffffff;\n}\n<\/style>\n<section  class='av_textblock_section av-lz9qin9d-a672a4905526c0321b85f4fca774f260 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock av_inherit_color'  itemprop=\"text\" ><p style=\"text-align: center;\">Key business needs and challenges of developing a new CRM application.<\/p>\n<\/div><\/section>\n<div  class='flex_column av-25la7kr-82331ed1d61ec61aaade85b4b27fb87f av_one_half first flex_column_div  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qkuqa-75af231e0c4f48f93afcfad9e28c1435\">\n#top .avia-icon-list-container.av-lz9qkuqa-75af231e0c4f48f93afcfad9e28c1435 .iconlist_icon{\ncolor:#ffffff;\n}\n#top #wrap_all .avia-icon-list-container.av-lz9qkuqa-75af231e0c4f48f93afcfad9e28c1435 .av_iconlist_title{\ncolor:#ffffff;\n}\n.avia-icon-list-container.av-lz9qkuqa-75af231e0c4f48f93afcfad9e28c1435 .iconlist_content{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-icon-list-container av-lz9qkuqa-75af231e0c4f48f93afcfad9e28c1435'><ul class='avia-icon-list avia_animate_when_almost_visible avia-icon-list-left av-iconlist-small av-lz9qkuqa-75af231e0c4f48f93afcfad9e28c1435 avia-iconlist-animate'>\n<li><div class='iconlist_icon av-lz9qj0sr-946b591490d5190daecdcc24860a762b avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Capture data from NPP\u2019s websites to Salesforce.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qj9le-19881b0d588f55d1327606f09050309b avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>New fields, layouts, record pages, and record types as per NPP\u2019s demand.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qjplw-b3b38787507abb6f0c1de1c67546c7f0 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Automations for the data between Lead, Account, Contact, and other objects.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qk1r2-8b8e8cacd14bad7eb7d8e9409c6021df avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Custom-coded automations on data updates.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qke8q-176a970a2a233b1f3661fbba76cb0c3c avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Mass update of records on the basis of specific conditions (Batch apex).<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qks3a-c087c3a9360a20cb47fb55d2131dc6d8 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Sending email notifications.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<\/ul><\/div><\/div><div  class='flex_column av-22sjgaz-75ce50b10b98f12832edf3cc6412271c av_one_half flex_column_div  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qmncp-b6772ac21a27718bf791018eb5783391\">\n#top .avia-icon-list-container.av-lz9qmncp-b6772ac21a27718bf791018eb5783391 .iconlist_icon{\ncolor:#ffffff;\n}\n#top #wrap_all .avia-icon-list-container.av-lz9qmncp-b6772ac21a27718bf791018eb5783391 .av_iconlist_title{\ncolor:#ffffff;\n}\n.avia-icon-list-container.av-lz9qmncp-b6772ac21a27718bf791018eb5783391 .iconlist_content{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-icon-list-container av-lz9qmncp-b6772ac21a27718bf791018eb5783391'><ul class='avia-icon-list avia_animate_when_almost_visible avia-icon-list-left av-iconlist-small av-lz9qmncp-b6772ac21a27718bf791018eb5783391 avia-iconlist-animate'>\n<li><div class='iconlist_icon av-lz9ql6t2-d805c85938c887cdf2b0a4e06c974f21 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>New Reports and Dashboards.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qlenj-10a31acae9af4d4451e7ca94e5af6e9f avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Custom coded reports when standard report features by Salesforce could not be used.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qlv8u-6903d8e9d3d8615a6136ac9e4a6e3e92 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>API Integrations with third-party systems.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qm859-27dec6bf164b088e0107f57f90caf6e7 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Pardot integration to synchronize campaigns and their data with Salesforce.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qmm79-320869c45c76de512ca6d5cabf86322a avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Fixes in existing logic and automations.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<\/ul><\/div><\/div>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><\/div><div id='after_section_1'  class='main_color av_default_container_wrap container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-3867'><div class='entry-content-wrapper clearfix'>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-21uz17v-2361cd72cfecd8a1a67322093140d5d0\">\n.avia-section.av-21uz17v-2361cd72cfecd8a1a67322093140d5d0{\nbackground-color:#f2f2f2;\nbackground-image:unset;\n}\n<\/style>\n<div id='av_section_2'  class='avia-section av-21uz17v-2361cd72cfecd8a1a67322093140d5d0 main_color avia-section-default avia-no-border-styling avia-bg-style-scroll container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-3867'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-20874dn-29bd685f3298ff334d2320da031fea55\">\n#top .av-special-heading.av-20874dn-29bd685f3298ff334d2320da031fea55{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-20874dn-29bd685f3298ff334d2320da031fea55 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-20874dn-29bd685f3298ff334d2320da031fea55 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-20874dn-29bd685f3298ff334d2320da031fea55 av-special-heading-h2 blockquote modern-quote modern-centered'><h2 class='av-special-heading-tag'  itemprop=\"headline\"  >Solutions<\/h2><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-1yy1duj-5ec3e56a5018734352fdd5754f103cb6\">\n#top .hr.av-1yy1duj-5ec3e56a5018734352fdd5754f103cb6{\nmargin-top:10px;\nmargin-bottom:10px;\n}\n.hr.av-1yy1duj-5ec3e56a5018734352fdd5754f103cb6 .hr-inner{\nwidth:50px;\nborder-color:#8dc321;\n}\n<\/style>\n<div  class='hr av-1yy1duj-5ec3e56a5018734352fdd5754f103cb6 hr-custom hr-center hr-icon-no'><span class='hr-inner inner-border-av-border-fat'><span class=\"hr-inner-style\"><\/span><\/span><\/div>\n<section  class='av_textblock_section av-lz9qn5j7-10f2e691fd2f0fa3c09e2ab48ea40c63 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><p style=\"text-align: center;\">NPP engaged Sigma to solve their business challenges and needs with a new CRM.<\/p>\n<\/div><\/section>\n<div  class='flex_column av-ovscr-ee6beabf9431891bc6ab5be682c3d2da av_one_half first flex_column_div  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qp7ko-a3852a176810aeabb067d89b964327c8\">\n#top .avia-icon-list-container.av-lz9qp7ko-a3852a176810aeabb067d89b964327c8 .iconlist_icon{\ncolor:#000000;\n}\n#top #wrap_all .avia-icon-list-container.av-lz9qp7ko-a3852a176810aeabb067d89b964327c8 .av_iconlist_title{\ncolor:#000000;\n}\n.avia-icon-list-container.av-lz9qp7ko-a3852a176810aeabb067d89b964327c8 .iconlist_content{\ncolor:#000000;\n}\n<\/style>\n<div  class='avia-icon-list-container av-lz9qp7ko-a3852a176810aeabb067d89b964327c8'><ul class='avia-icon-list avia_animate_when_almost_visible avia-icon-list-left av-iconlist-small av-lz9qp7ko-a3852a176810aeabb067d89b964327c8 avia-iconlist-animate'>\n<li><div class='iconlist_icon av-lz9qnncb-20d0a008359c867265d1778971b188e9 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Created Web-to-Lead forms to help capture data from websites to Salesforce. Also created standard as well as custom-coded automations to handle the incoming data.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qnu8u-2b57a6b9e8013d0c545934e7f97e28b2 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Created automations to update data during the creation\/updation of Lead, Contact, Accounts and other types of records.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qo1fw-cbe810740214fb1f91df208324a83d42 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Created new fields, layouts, record pages and record types etc. as the requirements. Also provided their access to the desired users.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qohiw-166b048cf8d7501f81e51e038433b60c avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Created permission sets to assign permission for different objects, fields, layouts, read\/create\/update\/delete permissions, etc.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qott0-c18cf40872e62ce1728fa1464548f909 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Created automations to handle the Lead conversion process.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qp6h2-b272bcff7ef7f67b7f2c1e0eb0fa63a8 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Created logic to send email notifications to customers as well as different Users.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<\/ul><\/div><\/div><div  class='flex_column av-1vgyn2z-e9ba8663085e6e8c79b422d0dd2de7cb av_one_half flex_column_div  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qrdz1-34b7d0fe47759ba626da02c0390fd4fc\">\n#top .avia-icon-list-container.av-lz9qrdz1-34b7d0fe47759ba626da02c0390fd4fc .iconlist_icon{\ncolor:#000000;\n}\n#top #wrap_all .avia-icon-list-container.av-lz9qrdz1-34b7d0fe47759ba626da02c0390fd4fc .av_iconlist_title{\ncolor:#000000;\n}\n.avia-icon-list-container.av-lz9qrdz1-34b7d0fe47759ba626da02c0390fd4fc .iconlist_content{\ncolor:#000000;\n}\n<\/style>\n<div  class='avia-icon-list-container av-lz9qrdz1-34b7d0fe47759ba626da02c0390fd4fc'><ul class='avia-icon-list avia_animate_when_almost_visible avia-icon-list-left av-iconlist-small av-lz9qrdz1-34b7d0fe47759ba626da02c0390fd4fc avia-iconlist-animate'>\n<li><div class='iconlist_icon av-lz9qpiuw-cc461e3e3627acce2c1fecb8904e78d4 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Wrote custom code logic for API Integrations with external systems like Verizon.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qpqhl-c08558301676d8be15089defa6904176 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Set up logic for Shareback Process that runs every quarter and calculates the shareback amount for different accounts associated with NPP. This logic includes data from multiple objects like Account, Contact, Sales Rep, Member Association, Shareback Member Sale etc.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qq4ro-c748aea2d46051ea784d8b733bf7c073 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Created reports and dashboards to help NPP see their customer data or sales data in a better and more efficient way.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qqhti-b65c8baacf2f4b112bf68afe9d4dcca3 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Created custom-coded reports using Lightning Web Components and Apex logic. Also built the logic to export the data from these custom-coded reports.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qqval-21d1bbe7eed081739290266db01b8546 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Optimized existing logic to improve efficiency and performance.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qrclo-8ba01c625ac34369cdc26fcc69f78b5f avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Built new reports and dashboards as per NPP\u2019s demand.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<\/ul><\/div><\/div>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='after_section_2'  class='main_color av_default_container_wrap container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-3867'><div class='entry-content-wrapper clearfix'>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qytkl-daaabaad5bc7c0a9e292509151fe532d\">\n.avia-section.av-lz9qytkl-daaabaad5bc7c0a9e292509151fe532d{\nbackground-repeat:no-repeat;\nbackground-image:url(https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2024\/02\/benifit_img.webp);\nbackground-position:50% 50%;\nbackground-attachment:fixed;\n}\n.avia-section.av-lz9qytkl-daaabaad5bc7c0a9e292509151fe532d .av-section-color-overlay{\nopacity:0.9;\nbackground-color:#35383c;\n}\n<\/style>\n<div id='av_section_3'  class='avia-section av-lz9qytkl-daaabaad5bc7c0a9e292509151fe532d main_color avia-section-default avia-no-border-styling avia-full-stretch avia-bg-style-fixed av-section-color-overlay-active container_wrap sidebar_right'  data-section-bg-repeat='stretch'><div class=\"av-section-color-overlay-wrap\"><div class=\"av-section-color-overlay\"><\/div><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-3867'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-1t92hez-972740573c893e9fdf2a2697c07ab70a\">\n#top .av-special-heading.av-1t92hez-972740573c893e9fdf2a2697c07ab70a{\npadding-bottom:10px;\ncolor:#ffffff;\n}\nbody .av-special-heading.av-1t92hez-972740573c893e9fdf2a2697c07ab70a .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-1t92hez-972740573c893e9fdf2a2697c07ab70a .special-heading-inner-border{\nborder-color:#ffffff;\n}\n.av-special-heading.av-1t92hez-972740573c893e9fdf2a2697c07ab70a .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-1t92hez-972740573c893e9fdf2a2697c07ab70a av-special-heading-h2 custom-color-heading blockquote modern-quote modern-centered'><h2 class='av-special-heading-tag'  itemprop=\"headline\"  >Benefits<\/h2><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-1rkszkb-60fcdccce574f62262b3127f1456a11b\">\n#top .hr.av-1rkszkb-60fcdccce574f62262b3127f1456a11b{\nmargin-top:10px;\nmargin-bottom:10px;\n}\n.hr.av-1rkszkb-60fcdccce574f62262b3127f1456a11b .hr-inner{\nwidth:50px;\nborder-color:#ffffff;\n}\n<\/style>\n<div  class='hr av-1rkszkb-60fcdccce574f62262b3127f1456a11b hr-custom hr-center hr-icon-no'><span class='hr-inner inner-border-av-border-fat'><span class=\"hr-inner-style\"><\/span><\/span><\/div>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qs4se-6b935d8760f364f19c1c155ae739039d\">\n#top .av_textblock_section.av-lz9qs4se-6b935d8760f364f19c1c155ae739039d .avia_textblock{\ncolor:#ffffff;\n}\n<\/style>\n<section  class='av_textblock_section av-lz9qs4se-6b935d8760f364f19c1c155ae739039d '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock av_inherit_color'  itemprop=\"text\" ><p style=\"text-align: center;\">NPP engaged Sigma to solve their business challenges and needs with a new CRM.<\/p>\n<\/div><\/section>\n<div  class='flex_column av-1q10ggr-9080414b9830dc9929a684c96b9b640f av_one_half first flex_column_div  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qubcx-debc09579c6762cf9059554f82e8e283\">\n#top .avia-icon-list-container.av-lz9qubcx-debc09579c6762cf9059554f82e8e283 .iconlist_icon{\ncolor:#ffffff;\n}\n#top #wrap_all .avia-icon-list-container.av-lz9qubcx-debc09579c6762cf9059554f82e8e283 .av_iconlist_title{\ncolor:#ffffff;\n}\n.avia-icon-list-container.av-lz9qubcx-debc09579c6762cf9059554f82e8e283 .iconlist_content{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-icon-list-container av-lz9qubcx-debc09579c6762cf9059554f82e8e283'><ul class='avia-icon-list avia_animate_when_almost_visible avia-icon-list-left av-iconlist-small av-lz9qubcx-debc09579c6762cf9059554f82e8e283 avia-iconlist-animate'>\n<li><div class='iconlist_icon av-lz9qsnfi-46b555eacd77e2bae49fa7cd60fb807d avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Integrations with external systems allowed NPP to fetch data within Salesforce itself without the need to go to any other webpage. Some integrations also allowed updation of data from Salesforce to the external system automatically.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qt36y-a8d830ec9c4b85bf62f5a466698a3a49 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Shareback process helped NPP to auto-calculate the shareback amount to be distributed to different accounts and eliminated the need for manual work.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qtiy8-990b7b6a85382d4e25766b173c26c4a4 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Email notifications helped in engaging customers with NPP and also helped the Users in remaining up-to-date with their corresponding data.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qtume-563bb20494cdfd2e83a25cb6f5b64923 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Custom-coded LWC reports helped NPP in visualizing and exporting the data crucial to their organization. This again eliminated the need for a lot of manual work.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qua50-bc39890070006ee8042b531181f008a9 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Optimizing existing logic helped in making the systems more efficient and faster than before. It also helped in eliminating some legacy issues in the NPP\u2019s system.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<\/ul><\/div><\/div><div  class='flex_column av-63cdyj-28258f13554754e66aa2471d53a228dd av_one_half flex_column_div  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lz9qvjtd-79787c4b9582f0300325258c0b75eb3b\">\n#top .avia-icon-list-container.av-lz9qvjtd-79787c4b9582f0300325258c0b75eb3b .iconlist_icon{\ncolor:#ffffff;\n}\n#top #wrap_all .avia-icon-list-container.av-lz9qvjtd-79787c4b9582f0300325258c0b75eb3b .av_iconlist_title{\ncolor:#ffffff;\n}\n.avia-icon-list-container.av-lz9qvjtd-79787c4b9582f0300325258c0b75eb3b .iconlist_content{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-icon-list-container av-lz9qvjtd-79787c4b9582f0300325258c0b75eb3b'><ul class='avia-icon-list avia_animate_when_almost_visible avia-icon-list-left av-iconlist-small av-lz9qvjtd-79787c4b9582f0300325258c0b75eb3b avia-iconlist-animate'>\n<li><div class='iconlist_icon av-lz9quofg-84ff1f7a5a7d1411b3e023a210dad973 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>New objects, fields, etc benefitted NPP by showing data for multiple sources within Salesforce itself. It also allowed automations that were further used to auto-update other records in the system.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9quw5v-f7787aa5750503d94439413596167d8a avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Capturing data from Website to Salesforce benefitted in a lot of crucial ways. Websites are the main link between NPP and their customers. So capturing that data in Salesforce and then setting up automations over them helped build a system that automated several processes with very less manual intervention.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qv75v-5bac77103f5a9e95f3825d302cc0c318 avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>Integration with Pardot eliminated the need to go to any third-party system for campaign feedback and the creation of new data into the System.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<li><div class='iconlist_icon av-lz9qvih5-a3dbba48cbdf4e2975088ca8975396dd avia-font-entypo-fontello'><span class='iconlist-char' aria-hidden='true' data-av_icon='\ue871' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconlist_content_wrap\"><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color'  itemprop=\"text\" ><p>New standard reports and dashboards helped NPP in visualizing data from multiple objects, fields, etc. It also helped in getting the desired data in real time.<\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class=\"iconlist-timeline\"><\/div><\/li>\n<\/ul><\/div><\/div>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><\/div><div id='after_section_3'  class='main_color av_default_container_wrap container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-3867'><div class='entry-content-wrapper clearfix'>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_4'  class='avia-section av-1maecl7-8b9632ae91dbbf45c8de9d7789ae0e8a main_color avia-section-default avia-no-border-styling avia-bg-style-scroll container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-3867'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-kqe9n-0b469a6701a94a07fb7b72ac8162f866\">\n#top .av-special-heading.av-kqe9n-0b469a6701a94a07fb7b72ac8162f866{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-kqe9n-0b469a6701a94a07fb7b72ac8162f866 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-kqe9n-0b469a6701a94a07fb7b72ac8162f866 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-kqe9n-0b469a6701a94a07fb7b72ac8162f866 av-special-heading-h2 blockquote modern-quote modern-centered'><h2 class='av-special-heading-tag'  itemprop=\"headline\"  >Tools <span class='special_amp'>&amp;<\/span> Technologies<\/h2><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-1iugz0r-4a87e5f7d3207a35dd750a3694013e64\">\n#top .hr.av-1iugz0r-4a87e5f7d3207a35dd750a3694013e64{\nmargin-top:10px;\nmargin-bottom:10px;\n}\n.hr.av-1iugz0r-4a87e5f7d3207a35dd750a3694013e64 .hr-inner{\nwidth:50px;\nborder-color:#8dc321;\n}\n<\/style>\n<div  class='hr av-1iugz0r-4a87e5f7d3207a35dd750a3694013e64 hr-custom hr-center hr-icon-no'><span class='hr-inner inner-border-av-border-fat'><span class=\"hr-inner-style\"><\/span><\/span><\/div>\n<div class='avia-data-table-wrap av-1h6cmcr-d06991662afdf4ed0d73381650e6b5bf avia_responsive_table avia-table-1'><table  class='avia-table avia-data-table avia_pricing_default'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Table\" ><tbody><tr class=''><td class=''>Salesforce Sales Cloud<br \/>\n<\/td><td class=''>Pardot<\/td><td class=''>SF Authenticator<br \/>\n<\/td><\/tr><tr class=''><td class=''>Auth0<\/td><td class=''>Lightning Web Components (LWC)<br \/>\n<\/td><td class=''>Apex trigger\/Apex classes<br \/>\n<\/td><\/tr><tr class=''><td class=''>Languages used: Apex, HTML, CSS, Javascript, SOQL, Trigger framework<br \/>\n<\/td><td class=''>Visualforce pages<br \/>\n<\/td><td class=''>Asynchronous apex (Future, Batch, Queueable, Schedulable)<br \/>\n<\/td><\/tr><tr class=''><td class=''>Master-detail and lookup relationships<br \/>\n<\/td><td class=''>Roll-up Summary and Formula fields.<br \/>\n<\/td><td class=''>Email Template\/Email alerts<br \/>\n<\/td><\/tr><tr class=''><td class=''>Workflows\/Process builders, Flows<br \/>\n<\/td><td class=''>Reports, Report types, and Dashboards<br \/>\n<\/td><td class=''>Custom settings and custom metadata<br \/>\n<\/td><\/tr><tr class=''><td class=''>Change Sets, Visual Studio Code, and Workbench<br \/>\n<\/td><td class=''>Roles, Profiles and permission sets, etc.<br \/>\n<\/td><td class=''>Data Loader and Data Import Wizard<br \/>\n<\/td><\/tr><tr class=''><td class=''>AWS: EC2, RDS, ELB, Route 53<br \/>\n<\/td><td class=''><\/td><td class=''><\/td><\/tr><\/tbody><\/table><\/div>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='after_section_4'  class='main_color av_default_container_wrap container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-3867'><div class='entry-content-wrapper clearfix'>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-jovyj-37bb474a6ded659b09ad9e3966aeb805\">\n.avia-section.av-jovyj-37bb474a6ded659b09ad9e3966aeb805{\nbackground-color:#f3f3f3;\nbackground-image:unset;\n}\n<\/style>\n<div id='av_section_5'  class='avia-section av-jovyj-37bb474a6ded659b09ad9e3966aeb805 main_color avia-section-default avia-no-border-styling avia-bg-style-scroll container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-3867'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-3wjgbv-83b70dac201c9e75fdbd54f8382ddcbf\">\n#top .av-special-heading.av-3wjgbv-83b70dac201c9e75fdbd54f8382ddcbf{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-3wjgbv-83b70dac201c9e75fdbd54f8382ddcbf .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-3wjgbv-83b70dac201c9e75fdbd54f8382ddcbf .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-3wjgbv-83b70dac201c9e75fdbd54f8382ddcbf av-special-heading-h2 blockquote modern-quote modern-centered'><h2 class='av-special-heading-tag'  itemprop=\"headline\"  >Get in touch with us, let\u2019s create value together.<\/h2><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div>\n<div  class='avia-button-wrap av-2rl9cb-3b85f0688d8c6a995c2ebf0bd8dd5745-wrap avia-button-center '>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-2rl9cb-3b85f0688d8c6a995c2ebf0bd8dd5745\">\n#top #wrap_all .avia-button.av-2rl9cb-3b85f0688d8c6a995c2ebf0bd8dd5745{\nfont-size:14px;\ntransition:all 0.4s ease-in-out;\n}\n<\/style>\n<a href='\/contact-us\/'  class='avia-button av-2rl9cb-3b85f0688d8c6a995c2ebf0bd8dd5745 av-link-btn avia-icon_select-yes-right-icon avia-size-large avia-position-center av-icon-on-hover avia-color-theme-color'  ><span class='avia_iconbox_title' >Connect with us<\/span><span class='avia_button_icon avia_button_icon_right' aria-hidden='true' data-av_icon='\ue87d' data-av_iconfont='entypo-fontello'><\/span><\/a><\/div>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='after_section_5'  class='main_color av_default_container_wrap container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-3867'><div class='entry-content-wrapper clearfix'>\n","protected":false},"excerpt":{"rendered":"<p>NPP is a reliable savings source for businesses and their employees across the country. With a collective purchasing power of over 300,000 members, NPP offers excellent discounts and exclusive B2B pricing options to businesses of all sizes. NPP\u2019s members have access to a comprehensive catalog of useful items for both professional and personal use, with exclusive deals and discounts available.<\/p>\n","protected":false},"author":28,"featured_media":52194,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3867","case-studies","type-case-studies","status-publish","has-post-thumbnail","hentry","case-studies-cat-aws","case-studies-cat-custom-development","case-studies-cat-salesforce","industries-integration-and-map","industries-retail","casestudies-featured"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce CRM Customization for US Client<\/title>\n<meta name=\"description\" content=\"NPP is a reliable savings source for businesses and their employees across the country. With a collective purchasing power of over 300,000 members, NPP offers excellent discounts and exclusive B2B pricing options to businesses of all sizes.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sigma-ai.sigmainfo.net\/au\/wp-json\/wp\/v2\/case-studies\/3867\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"opengraph-title\" \/>\n<meta property=\"og:description\" content=\"opengraph-description\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/\" \/>\n<meta property=\"og:site_name\" content=\"Sigma Infosolutions\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-10T11:35:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2024\/06\/loading-image-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"500\" \/>\n\t<meta property=\"og:image:height\" content=\"500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"twitter-title\" \/>\n<meta name=\"twitter:description\" content=\"twitter-description\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2024\/06\/loading-image-1.jpg\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/\",\"url\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/\",\"name\":\"Salesforce CRM Customization for US Client\",\"isPartOf\":{\"@id\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2023\/05\/Customize-Salesforce-CRM-Solution-for-US-based-Client.webp\",\"datePublished\":\"2023-05-11T06:13:41+00:00\",\"dateModified\":\"2025-06-10T11:35:38+00:00\",\"description\":\"NPP is a reliable savings source for businesses and their employees across the country. With a collective purchasing power of over 300,000 members, NPP offers excellent discounts and exclusive B2B pricing options to businesses of all sizes.\",\"breadcrumb\":{\"@id\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/#breadcrumb\"},\"inLanguage\":\"en-AU\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-AU\",\"@id\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/#primaryimage\",\"url\":\"https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2023\/05\/Customize-Salesforce-CRM-Solution-for-US-based-Client.webp\",\"contentUrl\":\"https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2023\/05\/Customize-Salesforce-CRM-Solution-for-US-based-Client.webp\",\"width\":600,\"height\":400,\"caption\":\"Customize Salesforce CRM Solution For US Based Client\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Case Studies\",\"item\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"bctitle\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/#website\",\"url\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/\",\"name\":\"Sigma Infosolutions\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/sigma-ai.sigmainfo.net\/au\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-AU\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Salesforce CRM Customization for US Client","description":"NPP is a reliable savings source for businesses and their employees across the country. With a collective purchasing power of over 300,000 members, NPP offers excellent discounts and exclusive B2B pricing options to businesses of all sizes.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/sigma-ai.sigmainfo.net\/au\/wp-json\/wp\/v2\/case-studies\/3867","og_locale":"en_US","og_type":"article","og_title":"opengraph-title","og_description":"opengraph-description","og_url":"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/","og_site_name":"Sigma Infosolutions","article_modified_time":"2025-06-10T11:35:38+00:00","og_image":[{"width":500,"height":500,"url":"https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2024\/06\/loading-image-1.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_title":"twitter-title","twitter_description":"twitter-description","twitter_image":"https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2024\/06\/loading-image-1.jpg","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/","url":"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/","name":"Salesforce CRM Customization for US Client","isPartOf":{"@id":"https:\/\/sigma-ai.sigmainfo.net\/au\/#website"},"primaryImageOfPage":{"@id":"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/#primaryimage"},"image":{"@id":"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/#primaryimage"},"thumbnailUrl":"https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2023\/05\/Customize-Salesforce-CRM-Solution-for-US-based-Client.webp","datePublished":"2023-05-11T06:13:41+00:00","dateModified":"2025-06-10T11:35:38+00:00","description":"NPP is a reliable savings source for businesses and their employees across the country. With a collective purchasing power of over 300,000 members, NPP offers excellent discounts and exclusive B2B pricing options to businesses of all sizes.","breadcrumb":{"@id":"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/#breadcrumb"},"inLanguage":"en-AU","potentialAction":[{"@type":"ReadAction","target":["https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/"]}]},{"@type":"ImageObject","inLanguage":"en-AU","@id":"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/#primaryimage","url":"https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2023\/05\/Customize-Salesforce-CRM-Solution-for-US-based-Client.webp","contentUrl":"https:\/\/sigma-ai.sigmainfo.net\/wp-content\/uploads\/2023\/05\/Customize-Salesforce-CRM-Solution-for-US-based-Client.webp","width":600,"height":400,"caption":"Customize Salesforce CRM Solution For US Based Client"},{"@type":"BreadcrumbList","@id":"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/customize-salesforce-crm-solution-for-us-based-client\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/sigma-ai.sigmainfo.net\/au\/"},{"@type":"ListItem","position":2,"name":"Case Studies","item":"https:\/\/sigma-ai.sigmainfo.net\/au\/case-studies\/"},{"@type":"ListItem","position":3,"name":"bctitle"}]},{"@type":"WebSite","@id":"https:\/\/sigma-ai.sigmainfo.net\/au\/#website","url":"https:\/\/sigma-ai.sigmainfo.net\/au\/","name":"Sigma Infosolutions","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/sigma-ai.sigmainfo.net\/au\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-AU"}]}},"_links":{"self":[{"href":"https:\/\/sigma-ai.sigmainfo.net\/au\/wp-json\/wp\/v2\/case-studies\/3867","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sigma-ai.sigmainfo.net\/au\/wp-json\/wp\/v2\/case-studies"}],"about":[{"href":"https:\/\/sigma-ai.sigmainfo.net\/au\/wp-json\/wp\/v2\/types\/case-studies"}],"author":[{"embeddable":true,"href":"https:\/\/sigma-ai.sigmainfo.net\/au\/wp-json\/wp\/v2\/users\/28"}],"replies":[{"embeddable":true,"href":"https:\/\/sigma-ai.sigmainfo.net\/au\/wp-json\/wp\/v2\/comments?post=3867"}],"version-history":[{"count":5,"href":"https:\/\/sigma-ai.sigmainfo.net\/au\/wp-json\/wp\/v2\/case-studies\/3867\/revisions"}],"predecessor-version":[{"id":58329,"href":"https:\/\/sigma-ai.sigmainfo.net\/au\/wp-json\/wp\/v2\/case-studies\/3867\/revisions\/58329"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sigma-ai.sigmainfo.net\/au\/wp-json\/wp\/v2\/media\/52194"}],"wp:attachment":[{"href":"https:\/\/sigma-ai.sigmainfo.net\/au\/wp-json\/wp\/v2\/media?parent=3867"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}