DemandBlue modernized client’s user interface and improved process efficiency by migrating to Salesforce Lightning.

 

About the Client

The client is a Registered Investment Advisor (RIA) in Midwest, offering multi-generational estate planning advice and forward-thinking investment solutions for businesses and institutions.

 

Solution

  • DemandBlue migrated client’s Salesforce CRM from Classic to Lightning for better user interface, access to sought after features such as Einstein AI, upgraded activity timeline feature, and user-friendly workforce page layouts
  • Enabled Lightning Flow to automate manual data entries and complex business processes.
  • Integrated Outlook with Salesforce for seamless data access.
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Benefits

  • The client achieved enhanced operational efficiency with better user adoption.
  • Process automation helped the client to improve sales productivity.

Salesforce: Salesforce lightning
Technologies: Process automation, Integration services, migration services

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