Leading Working Capital and Financial Solution Provider

Heading of the case study:

Classic to Lightning Migration, Sales Integrations

Industry:

BFSI

Product Information

Sales Cloud, Service Cloud, Salesforce Platform

Location

United States

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

• Classic to Lightning Migration: Migration of application from Classic to Lightning
• Integration: Integration of lead module with Lusha and Salesloft
• Change Management: Train the new users on Lightning and ensure successful handover
• Reports and Dashboard: Management and Operational reports using Salesforce reports and Dashboards
• Training Support: Support and provide training to key users before handover

What Kind Of Business Benefits Award Through Our Service

Following are some of the Key benefits of this engagement

• Transition to Lightning version of salesforce application
• Unified 360 degree view of customer and related information
• Streamlined and unified business process across organization

Featured Services

• Salesforce consulting
• Salesforce Classic to Lightning Migration
• Management and Operational Reports and dashboard
• Support and change management

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