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In the fast-paced world of financial services, time is money, and inefficiencies in sales processes can have a significant impact. A prominent financial services provider was grappling with outdated interfaces and workflows in Salesforce Classic, causing delays and frustrations among their sales team. They needed a solution that would streamline their operations and increase productivity. This is where AiSynapTech stepped in with its Salesforce Lightning migration expertise.
The client was struggling with slow reporting and analytics in Salesforce Classic, which impacted their ability to make timely, data-driven decisions.
Reporting took longer than expected, often delaying operational decisions.
Lack of real-time analytics meant that managers couldn't act on the most current data.
Users faced frustration with the Classic interface, resulting in productivity loss.
Manual reporting processes created unnecessary complexity and errors.
Outdated technology prevented the company from scaling and growing its operations effectively.
Resulting in inefficient workflows and missed opportunities for improvement.
AiSynapTech adopted a comprehensive approach to resolve these issues by upgrading the client’s Salesforce instance from Classic to Lightning, which offers enhanced reporting features and real-time analytics.
We performed a thorough assessment of the existing Salesforce Classic setup.
We rebuilt existing dashboards with Salesforce Lightning components for a more intuitive interface.
Integrated real-time data streams to ensure immediate access to actionable insights.
Utilized Lightning’s advanced visualization tools to make analytics more user-friendly.
We offered training sessions for staff to adapt to the new interface and features.
This transition empowered the client to leverage the full potential of Salesforce Lightning for improved performance and productivity.
The final solution involved migrating the client to Salesforce Lightning and rebuilding their reporting infrastructure using the latest features and components.
Dashboards were redesigned to use Lightning components, optimizing them for performance.
Real-time analytics were implemented, enabling users to access data instantly.
The client’s reporting process was automated, reducing manual data handling.
Interactive and customizable dashboards were deployed, improving user engagement.
A continuous feedback loop was established to ensure ongoing optimization.
This transformation not only streamlined reporting but also enhanced data-driven decision-making across departments.
KPI
Before AiSynapTech
After AiSynapTech
Improvement
Reporting Speed
100% (slow reporting)
38% faster
38% improvement
Data-Driven Decisions
Basic decision-making
20% better decisions
20% improvement
User Productivity
Slow adoption of reports
Faster decision-making
25% increase in productivity
System Downtime
Frequent delays
Minimal downtime
90% reduction
The results indicate significant improvements in operational speed and decision-making efficiency after the upgrade to Salesforce Lightning.
“Working with AiSynapTech completely transformed how we operate. Reporting is now significantly faster, and our team is making better decisions, thanks to real-time data insights. The transition was seamless, and the support was outstanding.”
