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Business analysis and consulting for a consulting company, customizing Salesforce to work correctly with other systems, reducing costs, migrating to a new interface, and creating visual reporting
CLIENT
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.
SOLUTION
The 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.
SOLUTION
The Vimera team:
- customized the Salesforce Sales Cloud to seamlessly cooperate with Certinia (formerly FinancialForce)
- set up the Salesforce Lightning with the possibility to customize reports, more advanced features, improved navigation
- fine-tuned the current Pardot functionalities
- resolved issues related to the Client’s Sales Cloud integration with an external accounting application
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