Highlight

• 4 X Growth in Capability with Lightning Version Upgrade

  Successfully upgraded the Salesforce application to the Lightning Version, resulting in a significant 4 X boost in advanced features and functionality..

• 60% Increase in Customer Information Access through Unified 360-degree View

  Implemented a Unified 360-degree Customer View, providing a notable 60% increase in accessibility to comprehensive customer information.

• 100% Improvement in Efficiency through Streamlined Business Processes

  Achieved a commendable 100% improvement in organizational efficiency and cohesion by streamlining business processes.

Client Profile

Our client provides working capital solutions to small businesses in financial need, empowering them to sustain and grow. With a commitment to fostering financial stability, they sought technological enhancements to further their mission.

CONCLO Technologies Solution

CONCLO Technologies took charge and provided a comprehensive solution:

• Classic to Lightning Migration: Migrated the application seamlessly, ensuring no disruption in operations.
• Sales Tools Integration: Integrated the lead module with Lusha and Salesloft for enhanced lead management.
• Change Management: Conducted extensive training sessions, ensuring all users were proficient in the new Lightning platform.
• Reports and Dashboards: Implemented detailed management and operational reports, enhancing data-driven decision-making.
• Training Support: Support and provide training to key users before handover.

Tech-stacks Used

Salesforce Classic to Lightning Migration, Salesforce Reports and Dashboards, Integration with Lusha and SalesLoft.