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.
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.
SolutionDemandBlue 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.
- 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