Navsoft Case Studies – Real Results Across Industries

Primex is a global manufacturer of synchronized clocks and a leading name in environmental monitoring. They provide synchronized time across entire campuses and facilities while fully automating daylight saving time changes.

Industry: Building Automation
Business Type: B2B
Services: Salesforce, Digital Transformation, Business Automation

Critical Business Challenges

Inefficiencies in lead management, quote generation, customer case handling, and billing.
Customer order and invoice details weren’t synced, as Zendesk wasn’t integrated with NetSuite.
Reviewing quotes, adjusting ticket priorities, and tracking orders from resellers.
Using ZoneBilling for managing recurring billing created issues, particularly in creating invoices and processing orders.

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Navsoft’s Solution

Implemented Salesforce capabilities like lead, quote, customer case management, and billing and invoicing.
Integrated Salesforce with other necessary systems, creating a connected platform.
Empowered Primex’s agents with Salesforce tools to deliver superior customer service.
Enabled Primex to adapt to market changes and evolving customer demands.

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