Our client is a brand under which tens of thousands of dedicated professionals in independent firms throughout the world collaborate to provide audit & assurance, consulting, financial advisory, risk advisory, tax and related services to select clients.
Being a major implementor of Salesforce solutions for various clients worldwide, our client which is the French-based entity decided to show the way and be the example of digital transformation powered by Salesforce.
With the various interactions that is possible nowadays through digitial media, it was important to be able to capture these information and having them available when and where required by the various managers.
Furthermore, our client already had various systems that needed to be integrated with the solution to provide users with a seamless interaction with the application and 360° view of their client. SC setup the Sales and marketing cloud for the client.
Our team :
We successfully configured Salesforce and developped on the force.com platform to meet the requirement of the client, which included also third party integration.
We managed to provide and implement effective solutions to meet the needs of the client,even though it was tough at time, because of complexity of rules and due to different actors and teams on the projet.
It is also one of our first salesforce project to convert from Salesforce classic to the new salesforce lightning interface.
We continue to collaborate since 3 years with the client to bring regular evolutions and enhancements to the application to cater for new functionalities.