Hexaview Technologies

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.