Remodeled Salesforce Pipeline and Modernized Credit Application for a U.S. Company
Industry:
Manufacturing and Packaging
Region:
USA
Technology:
Salesforce
About the Client
A U.S.-based company partnered with our team to remodel its Salesforce-powered pipeline process and modernize the internal and customer-facing credit application systems. The goal was to increase platform adoption, reduce inefficiencies, and improve data quality, while ensuring scalability and enhancing the customer experience.
Challenges
- Organizational Challenges
- Architectural Challenges
Solutions
- Re-architected Key Salesforce Objects
- Security Enhancements
- Customer Portal (Experience Cloud
- Internal Credit Workflow (Sales Cloud)
- Process Automation
- Enhanced Data Visibility
Results
- Increased Salesforce user adoption by 40%
- Reduced credit application processing time by 60%
- Improved data quality by 70%
- Enhanced system performance and maintainability
- Empowered internal teams and improved collaboration
- Increased visibility and control of sensitive financial data
