Our client contended with an outdated, slow, and unresponsive legacy platform that was hindering business growth. Their diverse CRM systems resulted in data fragmentation and inconsistent customer experiences. This lack of a unified system led to visibility issues, inefficient processes, and inability to meet current business requirements.
Coforge reengineered the legacy infrastructure into a modern CRM platform using Salesforce, empowering over 8000 independent advisors. The solution provided a unified platform, streamlining operations, and enhancing client relationships.
Key features included
Moreover, our collaborative approach involved requirements gathering, solution design, Salesforce Classic to Lightning upgrade, training, change management, data migration, and ongoing support.
The successful transformation of the legacy system into a Salesforce-powered CRM platform significantly improved operational efficiency, customer satisfaction, and collaboration. The streamlined operations, coupled with robust data security and integrations, empowered thousands of advisors and yielded substantial cost savings.