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Our client, a prominent financial services company with a diverse range of business units, faced significant operational challenges due to fragmented Salesforce environments. Each business unit operated within its own Salesforce org, resulting in silos that hampered visibility and operational efficiency.
In particular, the firm’s capital markets business unit struggled with inconsistent sales processes. Opportunities were scattered across child records without a clear roll-up structure to parent accounts, making it difficult to manage relationships, forecast sales accurately and gain enterprise-wide insights. The firm needed a solution that would unify these disparate systems, streamline sales workflows and support a target operating model for future growth.
We worked closely with the client to consolidate multiple Salesforce orgs into a unified environment. This strategic integration reduced operational silos, providing a centralized Salesforce ecosystem that supports collaboration across business units. In addition, we provided ongoing managed services focused on enhancing sales processes within the capital markets business unit.
By restructuring Salesforce to ensure that all child opportunities appropriately rolled up to parent accounts, we enabled the business to gain clearer visibility into sales pipelines and improve sales forecasting.
In addition, one of the most notable achievements of this partnership was the successful migration of the Luxembourg operations from a legacy system to Salesforce. Despite evolving requirements and shifting priorities, the project was delivered with near-zero defects. As the client noted, “Achieving basically a zero-defect migration is no small feat, especially one of this magnitude.”
Moreover, our Salesforce integration work resulted in a cohesive CRM environment that the client credited with enhancing operational efficiency, moving them closer to their target operating model and setting a new standard for future projects.