Increased user adoption in Salesforce
Identity Solutions Company offers services to safeguard digital assets, networks, and information.
Increased user adoption in Salesforce
Broke down communication barriers between business practices
Increased efficiency through Lightning user interface
Increased access to functionality as Salesforce updates are solely on Lightning
Executive Sponsor
Industry
Products
Services
Challenges
Customer needed to migrate entire org to Lightning, but had no business buy-in
Instead of a transformative change, they needed the migration broken into trains by business unit
They needed to learn how to plan for future features they aren’t utilizing yet
Each business unit was siloed with minimal information sharing
Homegrown app functionality limited the full end-to-end business processes
Results
Uptima implemented Salesforce Lightning to bring all aspects of the business processes into one, streamlined location:
Performed A&D to create strategy for product release trains and best leverage tech for future use cases
Migrated from Classic to Lightning, utilizing Salesforce best practices
Maintained custom functionality while upgrading efficiency and style to make it Lightning-ready
Organized actions to help employees streamline record-creation process