Salesforce Sales Cloud development for Investment organization
Project Description
The customer had completed the basic setup of Salesforce Sales Cloud on their own and then requested assistance with deeper platform customization, implementation of Salesforce best practices, and ongoing application support. They also sought estimates and solution design for migrating to Salesforce Financial Services Cloud.
Goals and Tasks
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Data model optimization
Optimize the existing data structure to improve system performance and ensure scalability. -
Sales processes improvements configuration
Reconfigure sales processes to align with best practices and the customer’s specific business needs. -
Automations to reduce manual operations when processing Customers and Deals data
Implement automation workflows and process builders to reduce manual data entry and repetitive tasks. -
Einstein Activity Capture configuration
Set up Einstein Activity Capture to automatically sync emails, meetings, and events with Salesforce, enhancing data accuracy and providing better insights into customer interactions. -
Sales Engagement features configuration
Configure Salesforce Sales Cloud’s engagement tools to enhance sales team productivity. -
HubSpot Integration
Integrate HubSpot with Salesforce to enable seamless data flow between the marketing and sales platforms. -
Reports and Dashboards
Design and build custom reports and dashboards to provide actionable insights into sales performance, customer behavior, and operational efficiency. -
Plan migration to Financial Service Cloud
Develop a detailed migration plan to transition from Salesforce Sales Cloud to Financial Services Cloud.
Scope
Team performed consulting and development services including:
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Salesforce Sales cloud features implementation to support customer specific business requirements
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Salesforce flow implementation
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Dashboards for management and financial advisors
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Suggest advantages of migration to Financial service cloud and provide estimates
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Integrations set up
Results
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Improved User expirience for financial advisors
Enhanced the user interface and functionality within Salesforce to better meet the specific needs of financial advisors, leading to increased productivity and more efficient client management. -
Adjusted data model
Refined the data model to better align with the customer’s business structure, improving data accuracy, system performance, and scalability. -
Real time analytics for management and agents
Developed and deployed real-time dashboards and reports, providing management and agents with up-to-the-minute insights into key business metrics and client activities, enabling faster and more informed decision-making. -
Set up integration with HubSpot
Successfully integrated HubSpot with Salesforce, ensuring seamless synchronization of marketing and sales data. This enabled a unified view of customer interactions across platforms, improving the efficiency of marketing and sales efforts. -
Einstein activity capture configuration for Microsoft360
Configured Einstein Activity Capture to automatically sync emails, meetings, and events from Microsoft 365 to Salesforce, enhancing data accuracy and providing a comprehensive view of customer engagement. -
Set up email cadences in using Sales Engagement
Configured and implemented email cadences within Salesforce Sales Cloud to automate and streamline follow-up communications with prospects and clients. -
Prepared Solution desing and estimates for migration to Salesforce Financial Service Cloud
Developed a detailed solution design and provided cost and time estimates for migrating to Salesforce Financial Services Cloud, outlining the necessary steps and resources for a smooth transition that maximizes business value.
