Client and Business Goals

The client operates a leading women’s health and lifestyle portal in USA that covers multiple things such as providing weight loss programs or coaching, fitness supplements, and lifestyle services. They wanted to take up their business on a platform where they can innovate, grow revenue, enhance sales productivity, engage customers, provide exceptional support and centralize data in the platform.


Running a business in an unstructured environment.

Data Mess up or no clarity of data from a variety of sources.

Approaching the customers in time consuming and traditional way for example Calls or text.

Absence of report management tools.

Unorganized database.

Lack of centralized system.

No Online store convenience to reach enormous customers.


Oaktree software provided comprehensive Salesforce solutions that include Service cloud, marketing cloud, Community Cloud, and analytics with third party functionalities like WoCommerce, payment integration such PayPal stripe and more that targeted the different areas of their brand

Sales cloud
  • Heightened up the conversion rates with Salesforce sales cloud integration.
  • Effective lead management with the easy track of leads from click to close while continuously monitoring the campaigns across all platforms. With the depth reports about the commission they can also make informed decisions about your future investments.
  • Set up automated lead scoring and routing to ensure that leads don't fall through the cracks and that the right sales reps follow up on leads
Service cloud
  • Integrated service cloud to support the brand’s current, existing, and future customer’s request for assistance with their product or service.
  • Salesforce service cloud handles case management, customer access across diverse channels, routing and escalation, and queue management.
  • Through the module, client can specifically manage a case, accounts and provide solutions for particular case.
Marketing Cloud
  • Included marketing cloud in the system that collects customer data from all departments and works with a team to create personalized email templates that can be on subscription renewal or reminder and convert prospective customers, followers, and prospects into reliable leads.
  • It enables them to create personalized experiences for their customers, allowing them to leverage the platform's power to gain a full 360-degree view of every one of them.
Community Cloud
  • Implemented Community Cloud that enables the customers to have look at their purchase history, subscription plans, delivery, and more.
  • With community cloud customers can also easily switch from one subscription plan to another.

Third-party Integration

  • Created a health and lifestyle Online store with vital features such as systematic inventory and tax management, showcased the products, secure payments, and shipping integration.
Payment Gateway integration
  • Incorporated diverse payment gateways such as Paypal and stripe.

Client achievement


Online Visibility of business that improved the sales.


Every process like sales, marketing, lead generation, analytics report(weekly, monthly,yearly) under one umbrella with depth anaylsis of business flow.


Strengthen the customer bonds with business.

Project Insights

Time Duration

3 years followed by maintenance and future upgrades

Estimate hours

3000 man-hours

Team size

Business analyst, Project manager, Front end developer, Back end developer, Testers, and Salesforce technician and consultant