Hexaview helped simplify Salesforce, automate processes, and integrate systems seamlessly.

About the Client 

BCD Travel helps companies travel smart and achieve more. They drive program adoption, cost savings, and talent retention through digital experiences that simplify business travel. Their 15,000+ dedicated team members serve clients in 170+ countries.

Client's Challenges 

• The client had a very complex data model that they wanted to simplify because it was very confusing for the business to understand. The same set of information was duplicated in multiple objects.
• Salesforce was deprecating workflows and process builders; the client had many of these in use, requiring migration to flows.
• The lead management system was complex and caused ongoing issues.
• External systems were in use but had no sync of data, e.g., opportunity data.
• The client was building a new system (OIP) which needed to be integrated with Salesforce to ensure data sync between both systems.

Hexaview's Solutions 

• Eliminated and consolidated a couple of objects to simplify the structure and migrated records.
• Migrated workflows and process builders to flows.
• Developed a smooth and automated lead generation and conversion process.
• Implemented integrations with external systems.
• Automated processes within Salesforce.
• Gathered requirements for the integration with ISD and began implementation.

Impact 

• Simplified processes improved efficiency by 40%, saving 200+ hours monthly.

About Hexaview

Hexaview is a digital transformation firm focused on providing Technology Consulting, Development Centre, and Captive as a Service using an innovative approach and the latest technology. With both financial and technology insights, Hexaview Technologies provides secure, optimal, and high-quality solutions tailored to unique business needs.

Area of Specialization:

Salesforce, Big Data, AI & ML, Cloud Computing, Business Intelligence

Our flagship products:

ReportWa, PDF Extractor, and Video Statements – enabling data visualization, automation in reporting, and data extraction.