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SALESFORCE CONSULTING SERVICES FOR A LEADING INVESTMENT COMPANY

FIGURES: Triple Point
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"They work quickly without compromising quality. They also ask the right questions, use common sense, and make suggestions when necessary."
Alex Baer, Head of Digital Transformation, Triple Point
Project overview
Twistellar has worked on several projects to maintain a Salesforce CRM for an investment firm. We've completely rebuilt the system's core capability in order to improve its efficiency and accuracy.
Twistellar CEO
There'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
About triple point
Triple Point is a UK-based provider of innovative investment solutions. It's the place where people, purpose, and profit meet. £1.6 billion assets under management.
ABOUT TRIPLE POINT

Triple Point is a UK-based provider of innovative investment solutions. It's the place where people, purpose, and profit meet. £1.6 billion assets under management.
Challenges
  • Existing CRM didn't meet the client's expectations. It needed to be more efficient and accurate.

  • All the data and business processes had to be migrated over to the new system, Salesforce.

  • Complicated processes that need to be calculated with absolute precision and stability. The previous agency didn't have enough expertise in such tasks.
CHALLENGES

  • Existing CRM didn't meet the client's expectations. It needed to be more efficient and accurate.
  • All the data and business processes had to be migrated over to the new system, Salesforce.
  • Complicated processes that need to proceed thoroughly. The previous agency didn't have enough expertise in such tasks.
Project's scope
We started with small projects, doing maintenance, and worked into larger ones.

Within the core capability of the system, we've been doing a complete rebuild for efficiency and accuracy. We did a business analysis of it to ensure it's done completely, without gaps.

We figured out and fixed broken automation processes. We built a customer-facing portal, and are currently building a new one for the client.
PROJECT'S SCOPE

We started with small projects, doing maintenance, and worked into larger ones.

Within the core capability of the system, we've been doing a complete rebuild for efficiency and accuracy. We did a business analysis of it to ensure it's done completely, without gaps.

We figured out and fixed broken automation processes. We built a customer-facing portal, and are currently building a new one for the client.
technologies used
Salesforce Sales Cloud Lightning Community • Lightning Web Components • Visualforce • Aura Components • Apex • DocuSign • Salesforce CMS • Programmatic/Declarative Triggering CSS • JavaScript
TECHNOLOGIES USED

Salesforce Sales Cloud Lightning Community • Lightning Web Components • Visualforce • Aura Components • Apex • DocuSign • Salesforce CMS • Programmatic/Declarative Triggering CSS • JavaScript
Before / After
COLLABORATION PRACTICES
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.

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.
COLLABORATION PRACTICES

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.

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.
Verified review from Triple Point
Date: October 2020 ● Category: Salesforce Implementation / Data Migration