Leading Working Capital and Financial Solution Provider
Classic to Lightning Migration, Sales Integrations
Highlight
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Industry:
BFSI
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Product Information
Sales Cloud, Service Cloud, Salesforce Platform
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Location
United States
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Size
200 + Salesforce Users
Clients Description:
Customer provides working capital solutions to small businesses in financial need which will help them sustain and grow
Summary
Discovery to identify the roadmap to Migrate application from Classic to Lightning and integration with sales tools like Lusha and Salesloft
Project Details
The scope of the project was to analyse the current Classic Salesforce environment and prepare roadmap to migrate from Classic version to Lightning version and ensure the change management process is seamless. The project also involved integration with Sales tools like Lusha and Salesloft. Some of the key activities involved in the project were
What Kind Of Business Benefits Award Through Our Service
Following are some of the Key benefits of this engagement
Featured Services
What Client Say About Our Company?
We are happy about the on time delivery of solution and smooth transition of users to new lightning platform