Case Study

Salesforce-Based Application Optimization & Standalone Product for a Sales Software Provider

The Challenge

  • Envisioned product couldn’t be fully realized due to the limitations of out-of-the-box capabilities of Salesforce
  • Company desired to perform custom development within the Salesforce platform to achieve the desired functionality, aesthetic, and user experience

The Goal

Create new, insightful and visually appealing views of the sales pipeline within Salesforce; create new functionality in the form of a virtual salesroom to facilitate prospect communication and conversion, with detailed tracking capability and predictive analytics

Our Approach

  • Optimize the product within Salesforce with improved workflows, iconography, taxonomy, and aesthetic rendering
  • Fully designed the interface and interaction model for the new custom areas of the product

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