DemandBlue helped the client successfully thrivein a new Salesforce instance

 

About the Client

The client is a leading provider of emergency roadside assistance for the intermodal and over-the-road trucking industries. 

Requirement

The client has become a new legal entity separating from its parent company. They wanted to migrate their existing Salesforce processes and data to start a new Salesforce instance.

Solution

DemandBlue gathered and analyzed the requirements for the Salesforce Org Split and implemented a tailor-made solution.
  • Set up a new Salesforce instance for the client.
  • Configured the user interfaces, business processes, automations, reports and dashboards to meet the client needs.
  • Migrated the client’s user data from the old Salesforce instance to the new one.
  • Configured the Genesys integration to help the users to make one-click calls and automatically log their customer conversations.
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Benefits

  • The client’s users can use their new personalized Salesforce instance separate from the old entity.
  • The client provided a great user experience to their employees, prospects and existing customers.
  • The client’s users were able to use their existing processes and access the same data in a new environment seamlessly.

Salesforce: Sales Cloud
Technologies: Apex, API, Flows

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