Mekanys Use Cases

Mekanys offers comprehensive solutions tailored for both SMB (Small and Medium Businesses) and Enterprise-level implementations, catering to various industries with different levels of complexity.

Sector Implementation

Our expertise spans across critical sectors including Fintech & Investment Solutions, Solar Energy Solutions, Internet Filtering Service Providers, Banking And Savings, And Cigarette And Tobacco.

Fintech & Investment Solutions

Expert management of investment solutions, real assets, and alternative core strategies for optimal financial growth.
Solar Energy Solutions
Explore solar solutions for sustainable living, harnessing renewable energy for a greener future.
Internet Filtering Service Providers
Advanced web filtering platform delivering intelligence and management solutions for service providers, governments, and enterprises.
Banking and Savings
Trusted savings and credit union in Canada, offering comprehensive financial services and community support.
Cigarette and Tobacco
Global leader in cigarette and tobacco products, available in over 180 countries, delivering quality and innovation.
Use Case

Fintech & Investment Solutions

Explore how Mekanys enhances fintech and investment solutions by modernizing algorithm calculations, integrating real-time transaction synchronization, and automating daily routines for streamlined operations and data integrity.

Manufacturing

  • Managing investment solutions, real asset and alternative core strategies

Challenges

  • Lack of knowledge on the algorithms of calculation for all internal financial processes
  • Existence of an outdated fund management system
  • Manual and inefficient process with accounts, all over the place

Solution

sales-cloud-1-400x127

Partner Involvement

  • MEKANYS reverse–engineered the entire algorithm calculation system
  • MEKANYS team integrated the third-party database to synchronize all the transactions in a near real – time fashion

Keys to Close

  • Our team provided a rigid and intuitive environment to be able to track the entire data flow
  • Provided automations to ease up the day-to-day calculation routine
  • Provided a robust integration with the data source and a clear logging systemList Menu Item
Use Case

Solar Energy Solutions

Discover how our solar solutions are transforming manufacturing with sustainable living practices.

Overcoming challenges like disconnected processes and complex international expansions, we partner to streamline operations and enhance customer engagement.

From optimized data models to custom automations, explore how we leverage Salesforce solutions to drive efficiency and customer satisfaction in every project implementation.

Manufacturing

  • Solar solution for sustainable living

Challenges

  • Disconnected marketing to sales process
  • Complex sharing requirements due to fast growth of the company, including expansion abroad to many European countries
  • Disconnected processes between Sales and the project implementation teams in the field

Solution

Partner Involvement

  • Improved customer communication and customer involvement in the project, implementation process using Marketing Cloud journeys
  • Optimized the existing Data Model and Sharing settings, created and implemented the new security blocks and Role hierarchy

Keys to Close

  • Configured the Out-Of-The-Box Salesforce Service Cloud Data Model and implemented several custom automations using the specific Field Service Lightning flows
  • Prior to the Field Service Lightning licensing, created a workaround solution, using the Experience Cloud – an entirely new community for the field service workers, granting the necessary access to the required objects and records with some additional, requested features
Use Case

Internet Filtering Service Providers

Discover how Mekanys revolutionizes internet filtering services for service providers, governments, and enterprises with advanced intelligence and management solutions. Streamline operations, automate pricing updates, and enhance user experience with our tailored Salesforce CPQ configurations and Experience Cloud integration.

Manufacturing

  • The leading web filtering platform. It delivers advanced intelligence and management solutions for service provider networks, governments, and enterprises

Challenges

  • Manual process of the opportunities
  • Inefficient price and price-book updates due to lack of automations
  • Difficulties in managing the subscription and non-subscription products
  • Quote manual creation

Solution

Partner Involvement

  • Mekanys installed and performed the advanced configuration of the CPQ installed package
  • Mekanys created a new Experience Cloud that incorporated the CPQ configuration for the external users

Keys to Close

  • Configured the Out-Of-The-Box Salesforce CPQ and implemented several custom automations that were needed for the company’s business requirements
  • Configured Products, Product Bundles, Prices, Price Books and many more
  • Created an Experience Cloudv pages that were integrated with CPQ and configured for the external users to work with Opportunities and Sales Process
Use Case

Banking and Savings

Discover how MEKANYS revolutionized customer engagement for one of Canada’s largest savings and credit unions.

By addressing challenges in manual email processes and customer data tracking, MEKANYS leveraged its expertise to integrate Marketing Cloud and Financial Services Cloud.

This integration streamlined operations, automated business processes, and enhanced customer engagement through targeted promotions.

Explore how our tailored solutions optimized efficiency and integrated seamlessly to meet industry standards and best practices.

Manufacturing

  • One of Canada’s largest savings and credit unions

Challenges

  • Manual and inefficient process of sending emails to customers
  • No proper tracking of customer data points and interactions

Solution

marketing-cloud-400x127

Partner Involvement

  • MEKANYS team configured and integrated Marketing Cloud and Financial Services Cloud to synchronize data from FSC to MC and back
  • MEKANYS team automated the business processes in order to promote new products to existing customers

Keys to Close

  • Implemented automations to facilitate the day-to-day email sends and customer engagement management
  • Provided a robust integration by following best practices at the architectural level
Use Case

Cigarette and Tobacco

Discover how a leading multinational cigarette and tobacco manufacturer streamlined operations with a scalable Salesforce Service Cloud solution. With expertise in CRM migration, CTI integration, and backend synchronization, our team ensures seamless business flows and automated processes. Partnering with industry-certified consultants, we deliver trusted advisory and technological leadership tailored to global distribution challenges.

Manufacturing

  • Multinational cigarette and tobacco company with products sold in over 180 countries

Challenges

  • Migrate from homegrown CRM to newer, scalable Salesforce Service Cloud solution
  • New CTI integration with third party telephony provider for inbound and automated outbound calling programs
  • To provide a scalable and reusable back-end solution
  • To provide a two-way synchronisation between SF and third part system

Solution

Partner Involvement

  • Setting up DevOps/deployment train and reworking system according to SF best practices during managed services contract
  • Maintenance the crucial SF business flows that handle different channels of product distribution
  • Creating live chat to automate the process and facilitate the work of sales agents

Keys to Close

  • Our team was a trusted advisor providing support and leadership across the entire business solution & technology components
  • Ability to provide multi-cloud certified consultants with in-depth industry experience relevant to customer challenges