As a partner for taxes, insurance, and financial solutions, UB Partner AG helps its customers optimise their finances. The company's mission is to bring transparency to the world of finance and insurance and provide individual, customer-oriented solutions. The Swiss enterprise is committed to providing comprehensive advice and support to its customers, helping them make informed decisions to secure the best possible outcomes. UB Partner strives to give their clients the best possible service and value for money.
UB Partner was in a difficult situation when a government announcement revealed that they replace pay in slips with a QR code for payment. With the high tax declaration season quickly approaching, UB Partner needed to find a way to integrate the QR code into their invoicing process quickly and efficiently. That's when EMPAUA came to the rescue.
EMPAUA worked closely with UB Partner to develop a solution that would fit their needs. They continuously tested and updated the features throughout the process, making sure that the QR code was properly integrated into the invoicing system. In the end, EMPAUA was able to deliver the project in time for UB Partner's high tax declaration season, allowing them to successfully process their invoices with the QR code included.
EMPAUA's team of experts worked closely with UB Partner to develop a custom solution that integrated with their existing processes and with their new workflow automation needs. The team put together a comprehensive QA testing plan that included testing the new features and ensuring they worked smoothly with the old features, as well as avoiding any potential conflicts.
The team also worked with the resource manager to increase BA resources and add extra developer resources in order to quickly investigate the new features. The developers worked on a proof of concept in a separate sandbox to ensure the logic of the QR code integration worked with the mapping of the Salesforce record data. The team also had a meeting with the QR code service provider to understand the end-to-end process.
Before the Salesforce implementation, the customer had to manually go through the entire business process, from customer contact to managing customer relationships and data. It was a time-consuming and tedious process.
Salesforce was implemented to streamline the process and provide better customer service.
The customer now uses Sales Cloud, Experience Cloud (Community), Salesforce Shield and Marketing Account Manager (Pardot) to manage customer relationships and data.
The customer has a B2C business model and uses the Salesforce features to their advantage.
They use the standard and custom objects to store:
The customer also uses integrations such as Kulturra, Stripe, Conga and Swiss QR code to integrate with other systems. With these integrations, the customer is able to quickly access customer data and provide a better customer experience.
EMPAUA was able to create a custom solution that was tailored to UB Partner's specific needs. The result was an automated workflow that was efficient and streamlined, making UB Partner's business processes faster and more effective.
When UB Partner approached EMPAUA for a custom Salesforce solution, they needed a way to streamline their business processes to make them more efficient. EMPAUA was able to deliver on this need, creating a custom solution which incorporated their existing processes with their new workflow automation needs.
EMPAUA was able to integrate a QR code system and deploy the whole billing process workflow before the client's high tax declaration season. This successful implementation avoided lots of manual work for the client's team.
UB Partner was extremely satisfied with the results and the benefits they gained from EMPAUA's Salesforce implementation. The automated workflow increased their efficiency and saved them time, money, and resources, allowing them to focus on other areas of the business.
We are proud to have been a part of UB Partner's success in using Salesforce to streamline their business processes and increase their growth. UB Partner's success is a testament to the power of Salesforce and the potential it has to elevate businesses to new heights.
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