CaseWare Africa partnered with us to implement Salesforce Customer 360 and revolutionise their auditing and financial reporting software solutions. By leveraging Salesforce, they streamlined customer experiences, integrated CRM with their service desk, and optimised their sales operations. 

With full visibility of the customer journey and next best actions, their sales team accelerated order processing and onboarding. Customisations and features like quoting and invoicing were added to enhance the user experience. Additionally, we helped establish a success community built on Salesforce Experience Cloud, providing customers with access to resources and support. Service Cloud was utilised to offer omnichannel support and self-serve capabilities, reducing support calls. 

By centralising processes on Salesforce, CaseWare Africa captured valuable data insights, improving experiences and enabling proactive communication. Pardot proved especially valuable during the pandemic, enabling targeted and timely communications to inform customers about regulatory changes. 

With a data-driven approach, the company continues to innovate and empower their staff while planning to launch a webshop on Salesforce for a seamless end-to-end customer journey. By placing customers at the centre of their business, CaseWare Africa has unlocked the potential for innovation, data-driven decision-making, and transformative change.