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 clients records
- Manual lead conversion in Salesforce
- Lack of automation to execute simple day-to-day activities
Solutions
- Implemented custom lead conversion process
- Automated the creation of Tax returns and Tax estimates for each client
- Set up a personalized dashboard with targeted account detail
- Trained end-users via recorded videos and live sessions at different levels of the project
- Created notification alerts to execute offline business activities
Impact
- Customized reports: management gained visibility into employee performance
- Personalized user dashboard: enhanced employee performance
- Automation features: improvement in productivity
- User training: easy knowledge transition for new users