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Vimera Team

The Client is a recognized consulting company from New York that works with leading public, private, and family-owned businesses. The members of the company are former top executives from a wide range of industries.

Client

Salesforce Solutions

Challenges Outline

Industry

>2 years

Duration

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The Client employs Certinia, formerly known as FinancialForce. Although FinancialForce serves as an inherent Salesforce ERP solution, persistent conflicts have arisen between FinancialForce and specific existing and upcoming Sales Cloud solutions, preventing the platform from being utilized effectively.

The Client was utilizing a preceding Salesforce interface, referred to as Classic, which inadvertently led to challenges in promptly locating the critical information and therefore prolonged the sales cycle.

One of the company’s departments has been employing the Marketing Cloud Account Engagement (Pardot) standalone solution, necessitating them to toggle between multiple tools on a daily basis. This approach not only hindered their ability to leverage new Pardot functionalities but also constrained their overall utilization of the tool’s potential.

The Client oversees four distinct operational teams, each assigned unique tasks and confronted by diverse business challenges. The requests, submitted by different teams, and the subsequent solutions required strategic planning to prevent intersections and conflicts that would hinder optimal operational efficiency and inter-team collaboration.

The Client confronted challenges pertaining to the integration of an external accounting application, resulting in the hindrance of accurate data import and proficient operation within the Salesforce ecosystem.

The Vimera team utilized Salesforce declarative tools to execute ongoing and overall business improvements within the Sales Cloud platform, effectuated by means of Approval Processes, Validation Rules, Flows, etc.

The Vimera team used programmatic ways to execute more complex logic within solutions – utilizing Apex and Triggers.

The Vimera Consultant developed a Security and sharing solution design, re-configuration, and management – utilizing Profiles and Permission Set, Flows, Apex sharing.

We made migration from Salesforce Classic to Lightning and performed the user training to improve user adoption.

The Vimera team performed the migration from the standalone Pardot application to Salesforce Marketing Cloud Account Engagement, formerly acknowledged as Pardot Lightning, engaging the Consultant’s services and encompassing tailored configuration in accordance with the identified business prerequisites, – comprehensive Pardot org health analysis, subsequent enhancements design and execution, sustained and ongoing Pardot support, conducting demos on request to improve user adoption.

The Vimera team efficiently troubleshooted Certinia (FinancialForce) issue requests and adept management of Certinia (FinancialForce) and Sales Cloud conflicts to provide a seamless user experience and accelerate business growth; Salesforce declarative solution design to augment the value of Certinia (FinancialForce) solutions, enhancing its contribution to the Client’s objectives.

The Vimera team provided ongoing overall support and managed requests coming from different teams to ensure optimal user collaboration on a single platform.

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Reduce sales cycle and overall operational acceleration by configuring a customized Sales Cloud solution to seamlessly exchange data with Certinia (FinancialForce).

A modern CRM system interface with report customization, improved navigation, and regular updates through the migration to Salesforce Lightning.

Reduction of excessive expenses on marketing, thanks to competent configuration and optimization of current functions of Marketing Cloud Account Engagement (Pardot). Reduction of time costs due to employee training.

Creating the possibility for all client teams to work on a single platform that provides convenient and fast information exchange and task coordination.

The challenges of integrating Sales Cloud with an external accounting application were resolved, ensuring the accuracy of data imports and the integrity of the organization's data as a whole.

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Senior Director
Consulting Company
Manhattan, New York, USA