Financial Services Firm

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