DemandBlue helped the client merge two Salesforce Sales Cloud instances thereby unified their sales process and reporting
About the ClientThe client is a manufacturing firm that designs and manufactures premium financial cards and offers Cold Storage wallets.
- Understood the sales process of the two business teams and worked with the business team to define a unified process
- Performed all the configuration changes necessary for the unified process.
- Performed and validated the following for successfully merging both the instance.
- Reduced the complexity of merging sales and other departments from two different lines of business.
- Provided an easily accessible, centralized data management that users can access anytime.
- Revenue consolidation with the line of business became effortless.
Salesforce: Sales Cloud
Technologies: Apex, Flows