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Field Service Lightning
Sales Cloud
Service Cloud
Financial Services Cloud

Project Overview

A complete Salesforce adaptation package.

VectorVest always dreams big. A future where they always look forward. Always serve up new ways to meet life's moments. A future to keep dreaming bigger. To provide opportunity and make a meaningful impact in the world.
The company was on a constant growth, so they needed a complete Salesforce solution.

Life Safety & Critical Asset Protection

Our Response

Renewing a workflow.

We developed from scratch an automated solution to do the following:

Setup of CloudCraze eCommerce

Salesforce Partner Community initiative

The result

Tracking every step.

Results began to show in the months following the system update.The right ecommerce path and the system in accordance with best practices significantly grew the company over the months.