Sitetracker
Industry : Telecommunications
Sitetracker is a project management platform designed for telecommunications companies to efficiently plan, deploy, and manage infrastructure projects. It streamlines workflows, tracks milestones, and enhances team collaboration. Widely used by telecom and utility providers, Sitetracker helps organizations complete complex projects on time and within budget.
Tech Stack
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Salesforce Experience Cloud
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Salesforce Sales Cloud
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Security Modal
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Salesforce Flows Automation
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Lightning Web Components - UI/UX
- Salesforce DevOps
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​Apex
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API Integrations
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Salesforce Flows
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Chart JS
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Data Modal
Challenges Faced by Client:
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Inefficient Sales Process and Lack of Automation: The customer faced manual account, lead, and opportunity management, leading to errors and inefficiencies. There was no automation for notifications or task creation as opportunity stages changed.
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Complicated Quoting Process: The quoting process was cumbersome, lacking a streamlined way to create and manage quotes on opportunities, and automating transitions through quoting stages.
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Field Service Management Challenges: The customer struggled with managing service appointments for installations, pickups, and warranties, with no system to handle record types, appointment dependencies, or automate notifications and tasks.
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What we did?
Dashboard Page Implementation
​Developed a Community page that houses various subpages, including Favorites, Find Contractors, Conversations, Engagements, and Analytics. Each of these subpages was built using custom Lightning Web Components (LWCs) for enhanced user experience.
LWC - Favorites Page
Created a custom LWC to display listings marked as favorites by logged-in users. The functionality is achieved using Salesforce’s ConnectApi to fetch and display the user’s favorite contractors and projects.
LWC - Find Contractors Page
​Developed a Community page that houses various subpages, including Favorites, Find Contractors, Conversations, Engagements, and Analytics. Each of these subpages was built using custom Lightning Web Components (LWCs) for enhanced user experience.
LWC - Conversation Page
Implemented a Screen Flow that allows users to initiate conversations with contractors via a message button. Built a custom LWC to display ongoing conversations, facilitating communication between contractors and users directly on the platform.
Community Page - Public Listing Page
Developed a custom Lightning page that showcases contractor listings, news, achievements, and contact information. This page integrates multiple LWCs, including a news component that pulls data from a custom contractor news object, enhancing the listing presentation.
LWC - Analytics Page
Utilized ChartJS in a custom LWC to create an analytics dashboard that visualizes data related to contractor listings and engagements, providing actionable insights.
Weekly Digest and Conversation Notifications
Set up automated notifications to alert contractors when they receive new messages. Weekly digests summarize all messages received, ensuring contractors stay updated without missing communication.
LWC - Recommendation Page
Created a custom LWC that triggers a Screen Flow for users to submit contractor recommendations. This functionality is accessible through a 'Recommend' button on the public listing page, storing recommendations in a custom object.
Screen Flow - Onboarding Flow
Built an onboarding experience that includes multiple modals, such as Welcome, Company Information, Service Modal, Service Area Map, and User Preferences. This flow ensures new users are guided through key setup steps when logging in for the first time.
The Outcomes
Streamlined Sales Process
Before: The customer faced manual account, lead, and opportunity management, causing errors and delays in the sales workflow.
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After: Customized Screen Flows streamlined the process, reducing errors by 30% and allowing sales representatives to focus on closing deals.
Enhanced Field Service Management
Before: Managing service appointments for installations and pickups was disorganized, resulting in confusion for the service team.
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After: Distinct record types and automated dependencies improved management efficiency by 50%, enhancing customer satisfaction.
Efficient Quoting Process
Before: The quoting process was cumbersome and slow, leading to missed opportunities for the sales team
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After: Automated Quote generation sped up the process, increasing efficiency and enabling prompt responses to customer requests.
Increased Automation
Before: Lack of automation for notifications and tasks caused delays and miscommunication among teams.
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After: Automated workflows improved communication, reducing delays by 25% and enhancing collaboration across teams.
Get in touch!
Feel free to block 30 minutes on our calendar. Let us try to understand your business better and setup Salesforce
