- Need for an easy and intuitive Content Management System to store and organize sales materials.
- Seamless integration of existing Salesforce.com system with a 3rd party proprietary web application to gather and organize financial advisor information.
with 3rd party web team to design interface and business rules that enabled integration with Salesforce, and delivered desired functionality
an intuitive and easy to maintain folder and library structure that supports future growth
knowledge to key business users and support teams
- Successfully implemented Salesforce.com Content, which enabled the sales and marketing teams to develop and manage their sales materials
- Knowledge transfer delivered to future administrators to ensure sustained success
- Collaborations with 3rd party web development team ensured understanding of SFDC Content and how it can be accessed and leveraged through the Salesforce.com API