A pure-play sustainable investment manager with $36 billion AUM, our client plays a pioneering role in the development of sustainability and environmental, social and governance (ESG) investing.
Our teams were responsible for overhauling an existing Salesforce Sales Cloud implementation that did not meet business requirements and expectations. We built long-term, strategic roadmaps with the clients IT directors and their key business stakeholders and delivered their shared vision via an agile distributed delivery model.
INDUSTRY
- Financial Services
SOLUTIONS & SERVICES
- Salesforce Consulting
- Digital Transformation
- System Integration
- Marketing Automation
- Salesforce Configuration
- Custom Development
- Robotic Process Automation
- Salesforce Support
TECHNOLOGIES
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesforce Experience Cloud
- Salesforce Pardot
- Salesforce Analytics (Tableau CRM)
- Salesforce Shield
- Refinitiv Worldcheck
- Crunchbase Integration
- Clearbit Integration
- Glassdoor Integration
- Automation Anywhere (RPA)
