CASE ✦ TWISTELLAR PROJECTS
Salesforce Consulting Services for a Leading Investment Company
• Date: October 2020 •
Estimated reading time: 5 minutes
Estimated reading time: 5 minutes
CLIENT
Triple Point
Triple Point is a UK-based provider of innovative investment solutions. £1.6 billion assets under management. Since 2004, Triple Point has been operating in the areas like digital infrastructure, energy efficiency and social housing, unlocking investment opportunities that make a difference.
- Financial Operations
Improved Flows:
- Financial Reporting
- Financial Forecasting
- Salesforce Audit
Services:
- 3d-party Integrations
- Salesforce Customization
- Salesforce Development
Challenges
The existing CRM system was migrated over to Salesforce, which caused several issues.
The previous code was built "patch on patch" leading to constant system breakdowns, slow work, and mistakes. And when it comes to financial operations, stability and system security are the most important requirements.
The previous code was built "patch on patch" leading to constant system breakdowns, slow work, and mistakes. And when it comes to financial operations, stability and system security are the most important requirements.
Main tasks:
- All the data and business processes had to be migrated over to Salesforce, ensuring stable processes for better operational efficiency
- Create and support complicated processes that need to be calculated with absolute precision
Solution
Twistellar has worked on several projects to maintain the Salesforce CRM. The team had to analyze the existing code, and completely rebuild the system's core capability in order to improve its efficiency and accuracy.
- CEO and Co-founder at TwistellarThere's a common prejudice that you can't use Salesforce as a financial component of IT infrastructure, without the need to buy expensive add-ons, because you can't achieve the accuracy and traceability of typical accounting software.
However, it's not the first time when we managed to amend the existing CRM implementation with custom logic components that validate the flows and provide the necessary stability and trust. Having established the reliable core functionality, we opened the road to further improvements and innovations for customer facing flows, and we're proud to be on this road together with Triple Point
Scope and Process
The initial project stage was dedicated to business analysis, ensuring the system can be rebuilt without gaps for its scalability. We always recommend taking an iterative approach to projects. This allows teams to roll out quicker and ease the onboarding to new processes for users.
That's why the team started working with small projects, doing maintenance, and then expanding into larger ones.
There are about 4-6 people who interact with the client. Maria (Lead Project Manager) is in touch daily, but upper management as well as developers have some direct interaction too. All the work is translated at Jira, which is quite effective and helps to be transparent and open in communication.
Results
With previous agencies, our client had a lot of temporary fixes. Our team, however, explains why things break, and that helps the problem not reoccur. Much of the work we've done enables the client to automate rather than rely on human effort.
As a result, we figured out and fixed broken automation processes. We built a customer-facing portal, and are currently building a new one for the client.
The new clean and optimized system led to:
- Data-driven forecasting and accurate financial reporting
- No more delays in responses to customers and quick system operations
- Improved and seamless customer experience
- Better operational management and transparency of the agents' performance
Before / After
Testimonial
- Head of Digital Transformation at Triple PointThe Twistellar team works quickly without compromising quality.
With previous agencies, there were a lot of temporary fixes, but Twistellar is good at seeing things that were missed, noting them, and reducing gaps.
They're very experienced with everything Salesforce and can offer a lot of insight. They're transparent and open in communication, which establishes trust.