UK-based software company
Three-month engagement to re-implement Salesforce:
- Migration from Salesforce Classic to LEX
- Optimised system performance by consolidation Process Builders to Triggers
- Created new Apex Triggers and connecting Opportunities together to calculate incremental ARR
- Built LEX web components on the Opportunity and Opportunity Product objects
- Implemented Pardot and CRM Analytics
- Set up Salesforce Forecasting