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Salesforce
Streamlining Financial Operations through Cloud Migration
The Problem
Organization configured with classic experience and standardized page layouts.
Delayed lead delivery and analytics directly impacted the sales pipeline.
Phase 1 - DISCOVER
DISCOVER
Reduced user productivity caused by slow data streams and repetitive API calls.
Decreased customer engagement attributed to the absence of a mobile app.
Phase 2 - OPTIMIZE
OPTIMIZE
Implemented an Onsite/Offshore model to enhance cost and time efficiency.
Designed and developed the foundational framework for a mobile app.
Transitioned the classic codebase to the Lightning Experience platform.
Phase 3 - DISCOVER
DISCOVER
Conducted continuous gap analysis during R&D to optimize feature development.
Enhanced client collaboration to minimize technical debt and improve overall efficiency.
The Impact
Boosted user productivity with faster information flows through the CRM platform.
Fostered stronger collaboration between sales and IT teams.
Enhanced customer engagement via the newly developed mobile app.
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