Salesforce Operational Excellence for a Leading Loan Service Provider
Table of Contents
The loan service provider implemented Salesforce Service Cloud and sought a capable Managed Services partner who could provide support for break-fix issues and enhancements. The company had the overall goal of improving application stability, user satisfaction, and getting the most out of its Salesforce investment.
Speridian’s Salesforce Center of Excellence (COE) conducted an initial assessment of the Salesforce org for identifying opportunities for optimization through best practice recommendations, as well as the latest Salesforce features that weren’t being utilized.
The Speridian team devised a flexible, scalable, and economically viable services model to run and maintain their Salesforce application and realize the higher value of their Salesforce investment. Some of the services include:
- Strategic planning
- Salesforce optimization
- Ongoing enhancements and support operations
- Access to Speridian Salesforce COE technical experts and industry specialists
- Classic to Lightning Migration