Migration from Salesforce to Odoo

CUSTOMER SUCCESS STORY
1
Brainvire.com Confidential © 2020

2Brainvire.com Confidential © 2020
A San Francisco, California based
company which provides Personal
Emergency Medical Alert Services –
with the singular mission to protect
the most important things in life –
Health, Independence and Family

IS A CUSTOMER
First Driven Centric Focused Trusted Obsessed
COMPANY

We are an award winning multi platform technology company
enabling digital transformation across various industry domains
20+ Years of Experience 800+ Resources
11+ Offices Globally 100+ ERP Implementation

Subscription based
service, mostly paid by
adult children for their
parents
Business Model
Best in class Customer
Experience is core
driver for success
Similar to Insurance,
service is not valued
or realized until a
mishap occurs
Accounting is the
key for business
success
1 2 3 4

Missing Items from
the technology?

Omni-Channel Experience
Sales
Services
Marketing
Commerce
Engagement
Platform & Ecosystem
Integration
Analytics
Industries
Communities
Enablement
Collaboration
Omni-Channel
Experience

3
Salesforce
for CRM
Brainvire.com Confidential © 2020
Financial-force
for ERP and
accounting
Magento for
eCommerce
Custom Solution
& Multiple excel
sheets
Integrated Contact Centre experience for Care Agents to server customers faster was missing
Previous Technology Stack
Hybrid Mobile
Application

Odoo
CRM
Real time
Integration
Odoo Analytics
& Reporting
Odoo
Accounting
eCommerce
& Integration
Support
New Omni channel Experience
Integrated
Contact Centre

• Proven Product and Business Development leader
with broad experience leading and successfully
executing on product strategies
• Strategic vision in transforming business process
and technology portfolio of organizations
Andy Ginjupalli
President, Bay Alarm Medical
Person behind Transformation

Challenge 1: Customer Journey Revamp
• Changed the eCommerce and mobile application UI
for improved shopping experience
• Integrated contact center helps with improved
customer service calls
• Transformed customer journey to make it more
seamless and faster
“
”
Have a personalized experience
to every consumer today. That's
how you win today

• Pro-rata based subscription payments and
billing system improvements
• Direct link or web dashboard / mobile app
for card data updates
• Automated process for the collection of
recurring payment
• Multiple payment gateway integration
11/4/2020 12Brainvire.com Confidential © 2020
Challenge 2: Subscription Payment

”
• There was need of changing the technology in
record time
• Brainvire has completed all the process in the
required timeline
11/4/2020 13Brainvire.com Confidential © 2020
Challenge 3: Quick Turnaround
“Agility and speed is the core
of Bay Alarm Medical,
Brainvire put it on steroids

• Integrated Solution with multiple third party
partners which improved contact center
experience and helped improve overall customer
experience
• Monitoring Center
• Device SIM provider
• VOIP system partner
• 3PL Provider
11/4/2020
Challenge 4: Third Party Integration

• Tailored for Bay Alarm Medical’s business
needs & practices
• Odoo’s customization options helped to
make the software run as per their
business, not the business required to run
as per software
11/4/2020
Challenge 5: Business Process Adoption

Achievements
P R O C E S S
E N H A N C E M E N T
S H I P M E N T A U T O M AT I O N
W I T H T H I R D P A R T Y
C O S T E F F E C T I V E N E S S
S T R E A M L I N E A N D R E A L
T I M E C O M M U N I C AT I O N
B ET W E E N E A C H E N T I T Y

Migration from Salesforce to Odoo

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