Empowering Waste Management: Optimizing Salesforce and Data Integration 

Development and optimization of Salesforce-based CRM and data integration processes, enabling self-service platforms for customer convenience and improving operational efficiency for a leading energy-from-waste company.
High Tech

About Customer

The client is a private energy-from-waste and industrial waste management company headquartered in Morristown, New Jersey. The company operates incineration facilities that also serve as power plants, generating energy by using trash as fuel.

Project summary

As part of an extended team, we focus on developing and optimizing an internal Salesforce-based CRM system to streamline operations and enhance customer experience. Additionally, we contribute to ETL processes using Talend for efficient data management and integration, while participating in the discovery phase to identify infrastructure improvements.

Challenge

  • Enhancing a complex internal CRM system with limited technical leadership from the client’s side.

  • Managing and integrating interconnected systems and processes with high complexity. 

  • Ensuring the successful deployment of high-priority Salesforce and data integration projects. 

  • Supporting a self-service platform for customer waste pickup scheduling to reduce call center dependency. 

Solution

  • Salesforce CRM Customization:

    Developed and optimized modules including Profiles, Permission Sets, Autolaunched Flows, Sharing Settings, Objects, Apex Triggers, Validation Rules, and more. 
    Successfully handled the most complex tasks and bug fixes.

  • ETL Processes Using Talend:

    Built robust data transfer and integration workflows, ensuring smooth communication between systems.

  • Discovery Phase Contributions:

    Conducted a comprehensive analysis of the client’s infrastructure and prepared recommendations for system improvements.

  • Self-Service Platform Implementation:

    Created a Salesforce-based self-service platform allowing customers to schedule waste pickups, track statuses, and view recycling savings without call center involvement.

Technologies Used

APEX
Aura framework
CSS
HTML
Lightning Web Components
Partner Cloud
Service Cloud
Snowflake (as Database/Data Warehouse)
Talend (ETL for data transfer and integration)
Visual Studio Code

Results

Successfully deployed Salesforce projects,
addressing the most complex challenges.
Provided ongoing infrastructure analysis
to identify and implement key improvements.
Enabled a self-service platform, reducing customer reliance on call centers saving time for both the client and customers.
saving time for both the client and customers.

Business Value

  • Optimized Operations:

    Streamlined workflows and integrated data processes, improving overall system efficiency.

  • Customer Empowerment:

    Self-service solutions enhanced user satisfaction and reduced operational dependency on call centers.

  • Scalability:

    A CRM system and ETL processes designed to support growing business demands.

  • Strategic Insights:

    Discovery phase analysis provided actionable insights for system and process improvements.

  • Reliability and Trust:

    Consistent delivery of complex tasks strengthened the client’s trust in our team.

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Karyna Prykhodko Innovecs
Karyna Prykhodko
Delivery Manager
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