Keeping Salesforce moving for Arkessa's growing IoT subscription business

Context

Arkessa used Salesforce as a critical operational platform in a growing telecoms and IoT subscription business. The platform needed to keep pace with changing internal processes and support the sales team as the business became more complex.

The constraint

Arkessa needed to introduce new Salesforce features without disrupting a platform used every day by the sales team. The delivery model also had to leave a practical route for later improvements.

What EKWIS changed

EKWIS delivered a four-month programme that moved the sales team onto a new Salesforce environment and Lightning Experience. The work refined the process from lead through to billed customer, introduced clearer activity tracking, forecasting, approvals and security, and migrated the agreed operational data. Mobile access, reporting and user training were included so the change worked beyond the configuration itself.

The relationship then moved into managed support spanning user access, Lightning pages, reports, dashboards, Flow, data modelling, solution architecture, licence utilisation and release reviews. Mailchimp and other surrounding services were supported as part of the wider sales-platform context.

How delivery risk was controlled

The initial implementation had defined dependencies for data, licences, third-party services and customer testing. Material changes were assessed for their effect on time, cost and release planning. Subsequent priorities then moved into managed support rather than leaving the implementation as an open-ended project.

Outcome

The sales team moved onto the new Salesforce environment, with a clearer route from prospect to contracted customer and long-term support in place for further improvement.

Technology