Skip to content Client and Need
- 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.
Solution
- Partnered with 3rd party web team to design interface and business rules that enabled integration with Salesforce, and delivered desired functionality
- Developed an intuitive and easy to maintain folder and library structure that supports future growth
- Transitioned knowledge to key business users and support teams
Value Added
- 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
