Case Study
Optimize Salesforce to support business processes
Custom lead conversion and dashboards replaced labor-intensive record sorting and lead conversion, boosting productivity and easing knowledge transfer.
engagement type
Managed Services
product
Sales Cloud
industry
Financial Services
Karuna Advisors is a professional services firm focusing on tax compliance, consulting and family office management.
Overview
- Key Challenges: Labor-intensive record sorting and lead conversion
- Key Solutions: Custom lead conversion and dashboards
- Key Impact: Boosted productivity, eased knowledge transfer
challenges
- Laborious Manual Sorting of Client Records: Complex sorting of extensive client portfolios, including entities like trusts, LLCs, and investment accounts.
- Manual Lead Conversion in Salesforce: Intricate conversion of financial leads, entailing detailed client financial profiles and custom records for tax planning.
- Lack of Automation for Financial Processes: Entangled daily financial tasks, crucial for compliance, tax filings, and client financial management.
Solutions
- Custom Financial Lead Conversion Process: Automated client onboarding and financial data integration.
- Personalized Financial Dashboard: Enabling wealth managers to effectively oversee client portfolios and financial product offerings.
- Comprehensive User Training and Alerts: Trained on intricate financial systems and alerting for crucial financial deadlines.
- Tax Document Automation: Streamlined generation of client-specific tax returns and estimates.
- Offline Activity Alerts: Alert system for crucial non-digital financial tasks and engagements.
Impact
- Customized Reports: Enhanced oversight on financial performance and client portfolio health.
- Personalized User Dashboard: Streamlined access to key financial data, improving operational efficiency.
- Automation Features: Significant gains in processing efficiency for financial activities like tax compliance and quarterly financial forecasting.
- User Training: More efficient knowledge transfer in complex financial systems and compliance requirements.