Client improved user experience, simplified and automated their sales process to improve user adoption


About the Client

The client is a global technology company offering data-driven acquisition equipment for better decision-making. They also provide vessel steering technology and geological services.  


  • Engaged with the client to understand their sales process to align with the standard operating procedure and provide an optimized user experience.
  • Reduced multiple customizations and simplified role hierarchy to determine the levels of user access and control data visibility.
  • Their Salesforce instance was migrated from Salesforce Classic to Lightning to enhance productivity, usability, and management.
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  • Optimized Sales process and increased automation improved the user adoption.
  • The migration to lightning improved the user experience and enabled the client to leverage additional functionality in Lightning The enhancements improved the data quality and reporting.

Salesforce: Sales cloud
Technologies: Apex, API, Flows