Case Study

Green Path: Estimated Project

Case Study

Step towards digitization by enhancing and upgrading Salesforce functionalities to meet business demands.

Centralize partner data and automate workflows to boost efficiency and revenue.


engagement type

Estimated Project


Sales Cloud, Experience Cloud


Financial Services

GreenPath is a national nonprofit with 60 years of experience in financial wellness, providing resources to help people achieve their financial goals. They offer licensed services online, by phone, and in-person across the U.S.

    • Key Challenges: Disjointed data and manual workflows hindered processes
    • Key Solutions: Centralized data and automated operations
    • Key Results: Boosted revenue and enhanced efficiency
    • Fragmented Data: Poor management and categorization of partner data. 
    • Disparate Systems: Data spread across multiple legacy systems, lacking centralization.
    • Manual Data Management: Intensive manual efforts required for BAU activities on Salesforce.
    • Disconnected Programs: No synchronization between Partner Programs and customer data, increasing manual workload.
    • Low Partner Engagement: No centralized access point for partners, leading to subpar engagement.
    • Data Cleansing and UI Overhaul: Optimized and organized data, revamped Salesforce UI.
    • Unified Data Source: Retired legacy systems, centralized all partner data on Salesforce.
    • Process Automation: Implemented advanced automations to streamline BAU activities.
    • Integrated Data Management: Seamlessly integrated a bespoke customer data system with Salesforce.
    • Enhanced Partner Portals: Developed robust portals for improved partner experience and engagement.
    • Improved Data Quality: Structured data led to better governance, user experience, and compliance.
    • Operational Efficiency: Centralized data saved substantial human hours, reducing duplication and data loss.
    • Streamlined Processes: Automation reduced manual efforts, enhancing operational efficiency.
    • Accelerated Sales: Better data access reduced client interaction time and improved turnaround times.
    • Boosted Revenue: Enhanced partner portals improved engagement, significantly boosting revenue generation.

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