The customer chose to protect their confidential information
The customer is a recognized consulting company from New York working with leading public, private, and family-owned businesses. The members of the company are former top executives from a wide range of industries.
Andersen optimized the customer’s sales and marketing operations by enhancing Salesforce Sales Cloud functionality, addressing platform conflicts, and streamlining key business processes. Given the integration challenges between Certinia (formerly FinancialForce) and Sales Cloud, we implemented solutions to resolve conflicts and ensure seamless ERP and CRM alignment.
To improve usability and efficiency, our team migrated the customer from Salesforce Classic to Lightning, thus reducing the time needed to locate critical information and accelerating the sales cycle. Additionally, the migration from Pardot Classic to Salesforce Marketing Cloud Account Engagement eliminated the need to switch between multiple tools, enhancing marketing automation and campaign effectiveness.
With four distinct operational teams relying on Salesforce, Andersen ensured that all customizations and automations were strategically planned to prevent conflicts and improve inter-team collaboration. Ongoing support and system optimization enabled the customer to achieve smoother operations, higher sales efficiency, and seamless integration across their technology stack.
Salesforce clouds:
Sales Cloud, Marketing Cloud Account Engagement (Pardot)
Salesforce development:
Apex, Asynchronous Apex, Triggers, Visualforce
Automations:
Flows, Approval Process, Validation Rules
Integrations:
Certinia
Andersen’s 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.
Also, our team used programmatic ways to execute more complex logic within solutions – using Apex and Triggers.
Andersen’s consultant developed the design, re-configuration, and management of a security and sharing solution – all this using profiles and permission sets, flows, and Apex sharing.
Our developer migrated the solution to Salesforce Lightning from Classic and carried out feature design and configuration, while our consultant performed the user training to improve user adoption.
Our consultant also carried out the migration from the Pardot Classic application to Salesforce Marketing Cloud Account Engagement, formerly acknowledged as Pardot Lightning, encompassing tailored configuration in accordance with the identified business requirements – comprehensive organizational health analysis, subsequent enhancements to design and execution, sustained and ongoing support, and conducting demos on request to improve user adoption.
Andersen’s team efficiently troubleshooted Certinia issue requests and adeptly managed Certinia and Sales Cloud conflicts to provide a seamless user experience and accelerate business growth. We also improved Salesforce declarative solution design to augment the value of Certinia solutions, enhancing their contribution to the customer’s objectives.
Finally, our team provided ongoing overall support and managed requests from different teams to ensure efficient user collaboration on a single platform.
What happens next?
An expert contacts you after having analyzed your requirements;
If needed, we sign an NDA to ensure the highest privacy level;
We submit a comprehensive project proposal with estimates, timelines, CVs, etc.
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