Contact: +61 403 567 321 - Email: info@architegy.com
Our current/past clients are top in their respective industries from Australia, UAE, Netherlands, Belgium, Germany and UK.
Our current/past clients are top in their respective industries from Australia, UAE, Netherlands, Belgium, Germany and UK.
Imagine one screen that shows each agent’s case statistics, lets them set their availability, and displays a live capacity chart. Agents can unassign or reassign cases, set callback dates with a countdown, and call customers directly through CTI, without ever leaving the CRM.
Imagine sales agents mass calling leads from one screen, recording outcomes like “Not Interested”, “Sale”, “No Answer” or “Call Back” with a single click. Callbacks are scheduled automatically and reminders appear when it’s time to call again.
Imagine managing all your knowledge articles from one screen. Search by title or keyword with matching terms highlighted, preview articles instantly without opening new tabs, and filter by author or last modified date, all without leaving your CRM.
Imagine one screen showing your list of clients. Select a client to see every invoice sent, resend any on request, and log notes, call, email, reply or forward from the same action panel, all without leaving your CRM.
Imagine generating an invoice with the click of a button. Field values from the record are merged into your template, a PDF is created, and it’s emailed to your client automatically.
Imagine customer emails arriving in English and Arabic across multiple brands, and each one landing automatically with the right team. Agents see the customer’s orders and returns from the e-commerce platform right on the case, and VIP customers are prioritised without anyone having to check.
Imagine every account manager opening Salesforce to a personal home page showing their targets, recent wins, pipeline, tasks and upcoming deliveries. Leadership can switch between team members, compare performance by month or quarter, and see a forecast built from real order history.
Imagine seeing every client plotted on a live map, colour-coded by status or account manager. Click a pin to see recent orders, open opportunities and contact details, and plan visits or deliveries by region at a glance.
Imagine knowing exactly how much stock you have, what’s allocated to customer orders, and what’s free to sell, all updated in real time. Every allocation, dispatch, reversal and adjustment is recorded in a full audit ledger, so you can trace any number back to the order or person that changed it. No more spreadsheets that disagree with the warehouse.
Imagine your production team working from one screen that shows every product waiting to be filled, packed or relabelled. When a batch is completed, finished stock is added and raw materials are deducted automatically based on the product’s bill of materials.
Imagine being warned before you run out. Products below their reorder level are flagged automatically, and you can raise a supplier order, track it on a timeline, and receive the stock back into inventory, all without leaving your CRM.
Imagine managing your entire pool of company and evaluation vehicles in one place: who has which car, when it’s due back, accepted terms and conditions, and secure driver licence capture for toll and infringement nominations. Everything that used to live in emails and spreadsheets, now tracked and auditable.
Imagine sending customers their contract pack and having them sign securely from any device, without a third-party e-signature licence. Signers verify their identity by one-time code, choose to draw, type or click to sign, and the signed PDF is stamped with a timestamped evidence block and audit certificate.
Imagine entering an application number and instantly seeing why it failed, whether it’s missing data, a stuck integration or an automation error, with a ready-to-share summary for the support team. Hours of manual investigation become seconds.
Imagine seeing how long work sits in each team queue before someone picks it up, broken down by queue, day and stage. Managers can spot bottlenecks early and prove the impact of process changes with real numbers.
Imagine contracts, credit guides and compliance packs generated in seconds, with the correct template chosen automatically for each product and customer type. Data flows straight from the record into the document, so there’s no retyping and no risk of sending the wrong version.
Imagine your Salesforce storage staying lean without anyone deleting records by hand. Automated purge and archiving rules remove data you no longer need, in line with your retention policies, cutting storage costs and keeping you compliant.
Abhyash is a Salesforce Architect and the founder of Architegy, an Australian based Salesforce Partner specialising in enterprise Salesforce implementations across Australia. With a Master of Technology from Swinburne University and over a decade of experience spanning Australia, Europe, and the UAE, he has architected complex multi-cloud
Abhyash is a Salesforce Architect and the founder of Architegy, an Australian based Salesforce Partner specialising in enterprise Salesforce implementations across Australia. With a Master of Technology from Swinburne University and over a decade of experience spanning Australia, Europe, and the UAE, he has architected complex multi-cloud solutions, greenfield CRM builds, and AI-powered integrations for clients across real estate, hospitality, retail, and professional services.