KVP partnering with a premium tech support company to enhance Salesforce for improved user experience and to empower sales reps to configure complex deals with ease to help close deals faster and enhance their process automation.
About the customer
Our customer is a new-age IT service and technology support company that harnesses the power of AI, automation, analytics, cloud, and digital to address customer needs. Providing digital and customer experience solutions for some of the biggest brands around the globe. With a team of over 10,000+ technology professionals across 16+ global locations are passionate about helping customers differentiate and succeed.
KVP has implemented two projects on the Approval process and MFA (Multi-Factor Authentication). In this blog post, we are going to highlight some key points from the projects.
The objective of the project is to revise the approval process with more user-centric ideas. This will help the users to fasten the sales process and reduce the waiting period for higher management approvals.
MFA (Multi-Factor Authentication)
The objective of the project is to increase protection for user accounts against common threats like phishing attacks, credential stuffing, and account takeovers.
First of all, what is the approval process? In technical terms, it is an automated process used by organizations to approve Records within Salesforce CRM.
The approval process specifies the steps that are necessary for certain records to be approved, and who must approve this record at various steps in the approval process. It dictates the actions to be taken when the record is approved or rejected or recalled, or even when the record is initially submitted for approval.
Guided and automated approval metrics to bring more accountability, transparency, and traceability.This gives the organization a lot of oversight and control over each approval process and makes it easy to identify who approved or denied what decisions.
To support sales teams prioritizes opportunities and decide which sets of opportunities to focus on. Which support the sales team to enhance and retain their customers.
Reduce manual dependency
It can free up precious hours spent tracking paper or email requests, reduce human error, improve validation rules, create a visual workflow and ensure that the right queries and submissions are being sent to the right people for approval requests.
Multi Factor Authentication
Salesforce offers simple, innovative MFA solutions that provide a balance between strong security and user convenience.
Salesforce support several types of strong verification methods to satisfy all of your business and user requirements, including the Salesforce Authenticator mobile app, third-party time-based one-time passcode (TOTP) authenticator apps, and WebAuthn and U2F-compliant security keys.
Prevent unauthorized account access
Implementing MFA for products built on the Salesforce Platform in order to increase the security of their Salesforce data. MFA adds an extra layer of protection against common threats like phishing attacks, credential stuffing, and account takeovers.
Reduce operating costs
Notifying customers of suspicious activity on their accounts costs businesses time and money.MFA supports to improve customer confidence, avoid site or application downtime, and ward off costs and liability associated with a data breach.