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case studies

GeneralPublished on: Fri Feb 10 2023

Salesforce Managed Services to enable the client drive value on their Salesforce implementations

About Our Client

A leading global alternative asset manager specializing in originating and providing financing solutions to facilitate the growth, refinancing, and recapitalization of small and medium enterprises.


Client’s Challenges

·        The client had to spend huge money on their scattered customer data & thus was experiencing poor coordination and slow process.

·        They needed a more secure and standard platform that could provide them consistency in generating reports & automating tasks.

Non-availability of comprehensive consulting.

Hexaview’s Solution

·        Modified the existing Salesforce implementation, migrated data from different databases to one Salesforce database while successfully avoiding duplicate and inconsistent data.

·        Provided Salesforce managed services for custom reporting and automating tedious tasks.

Impacts on Business

·        Enabled users to send multiple reports to multiple clients at one go.

·        Access and manage their critical customer information anytime and anywhere with the advantage that cloud brings.

·        The client can schedule and automate a lot of tasks, this saves the time and efforts of the client.