Case Study

Innowise – Salesforce implementation and process transformation

Innowise implemented Salesforce for a client and guided the related process transformation.

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Industry

Sales, Customer Management

Technologies

Salesforce, Apex, Lightning

Challenge

Sales and customer processes ran across disconnected tools, making a unified view of customers difficult.

Innowise implemented Salesforce, adapted objects and workflows to existing business processes, and supported user training during the transition.

Innowise reports consolidated customer data and more consistent sales processes following the rollout.