DemandBlue modernized client’s user interface and improved process efficiency by migrating to Salesforce Lightning.
About the Client
The client is a Registered Investment Advisor (RIA) in Midwest, offering multi-generational estate planning advice and forward-thinking investment solutions for businesses and institutions.
- DemandBlue migrated client’s Salesforce CRM from Classic to Lightning for better user interface, access to sought after features such as Einstein AI, upgraded activity timeline feature, and user-friendly workforce page layouts
- Enabled Lightning Flow to automate manual data entries and complex business processes.
- Integrated Outlook with Salesforce for seamless data access.
- The client achieved enhanced operational efficiency with better user adoption.
- Process automation helped the client to improve sales productivity.
Salesforce: Salesforce lightning
Technologies: Process automation, Integration services, migration services