How Ignite Sales Increased Client Trust through Salesforce AppExchange App Development and Modernization

EngageHUB

Seamless Guide Launch within Salesforce

Ignite Sales wanted to create a totally new Salesforce application to enhance customer engagement for financial institutions by giving them the ability to launch guided sales conversations right from their Salesforce instance.

Automated Data Capture

One of the objectives was to ensure that all customer and prospect responses and the resulting product recommendations are automatically integrated into the existing Salesforce installations used by Ignite Sales’ clients.

Access to Salesforce Development Expertise

The knowledge required for Salesforce development is extremely specific and narrow. Beside it, a deep knowledge of AppExchange platform was also required.

Renewed Salesforce Partnership

Ignite Sales aimed to renew and maintain Salesforce partnership to be able to publish the new Salesforce managed package, EngageHUB, as well as re-launch LeadLync.

Compliance with AppExchange Requirements

The security review process and maintenance updates in Salesforce change constantly and to a great extent, leaving even the top apps outdated. Ignite Sales needed to ensure the new application passed the security review and wanted to make the process of the new app’s security review as smooth and effortless as possible.

Cost-Saving AppExchange Approval

AppExchange security reviews are costly, with fees starting at $999 per attempt. To avoid the risk of app launch delays and failed submissions, Ignite Sales needed a partner like Ascendix to navigate the process efficiently.

LeadLync

Modernized Integration

The primary goal was to upgrade LeadLync, so that it would be fully aligned with new Salesforce AppExchange requirements and policies and will therefore keep up with the latest market trends.

Enhanced Source Code

The existing code of the LeadLync application had to be thoroughly reviewed, analyzed and upgraded, for it to be seamlessly incorporated into the Salesforce ecosystem and the CRMs of Ignite Sales’ clients.

Maintaining Client Trust

Ignite Sales aimed to boost their clients’ trust and showcase the company’s reliability by enhancing LeadLync – the main tool for gathering customer feedback – on AppExchange, thereby showcasing full compliance with Salesforce top security standards.

EngageHUB

• Proof of Concept: We started with a proof-of-concept meeting to align requirements and objectives.
• Strategy Development: We identified the desired features of the new Salesforce managed package and developed an optimal strategy for improvement.
• Custom Salesforce Development: Created a specialized Salesforce managed package for EngageHUB, ensuring compliance with Salesforce requirements.
• Salesforce Configuration: Configured advanced system settings to minimize the need for additional support.
• Guide Integration: Integrated Ignite Sales’ guides into Salesforce, improving service delivery and decision-making.
• Partnership Guidance: Assisted Ignite Sales in renewing their Salesforce partner status, ensuring adherence to Salesforce documentation.
• AppExchange Security Support: Provided continuous support during the security review process, ensuring EngageHUB met all Salesforce security standards.

LeadLync

• Initial Assessment: Ascendix reviewed and analyzed the existing managed package and its source code, and assessed possible enhancements with current Salesforce requirements and updates.
• Strategy Development: Identified potential areas for improvement and customization and developed a strategy on how to improve the existing app.
• LeadLync Upgrade: Modernized LeadLync to enhance user experience and integration with Salesforce CRMs of Ignite Sales’ clients.
• Customization Implementation: Implemented features to improve data transfer, CRM access, and customization, making management easier for clients.