QuidMarket are a fast growing and successful Financial Services Company who use Salesforce heavily within their business. Due to sustained growth their current Salesforce implementation was not efficient enough to support the fast paced nature of the business and did not provide a single view of the customer to the team.
Here at AspireCRM we identified that a move to Salesforce Lightning Experience was a must have for the first phase of the project. This would enable QuidMarket to build a much more scalable and intuitive interface for the team to efficiently support the customer. We upgraded Salesforce to lightning experience and provided a number of enhancements to layouts. We also simplified the data model and processes within Salesforce so that customer applications can be processed quicker and QuidMarket can have a more accurate view of their pipeline and single view of their customers.