Create Your First Project

Start adding your projects to your portfolio. Click on "Manage Projects" to get started

.pro-gallery-wix-wrapper {display: block !important;} .pro-gallery-wix-wrapper .gallery-item-container {opacity: 1 !important; display: block !important;}

Salesforce Innovation & Automation

Project type

Innovation

Date

Various

Location

Minneapolis

Technologies Used:

• Key Achievements:
o Reduction in meeting prep time for one to two hours to forty minutes on average.
o Corporate generated leads routed to advisors within a few minutes upon qualification.
o With configured workflows, on average a reduction in user time to complete series of post client meeting follow-up by ten minutes per follow-up.

Upon completion of the replatforming effort of 2018, the team made significant enhancements to the platform to improve advisor productivity. Twenty legacy point to point integrations were replaced by enterprise REST API services. A series of robust meeting preparation workflows were configured along with a library of configurable workflows for practices to leverage and make modifications to follow-up Salesforce activities. Created an automated lead generation that qualified and routed hot leads from public facing site and firm's inbound call centers. With significant voice of the customer, new Salesforce home pages were created for advisor and support staff to optimize the key book of business actions recommended to start each day.

• Key Achievements:
o Reduction in meeting prep time for one to two hours to forty minutes on average.
o Corporate generated leads routed to advisors within a few minutes upon qualification.
o Reduced lead to advisor from 1 hours to 6 minutes through configured workflow.
o Reduced post client meeting follow-up by 10-15 minutes per appointment.