The client was struggling with their Salesforce being overextended and not satisfying their sales, service, and marketing teams’ needs. The client was looking for consulting expertise to help them define the strategy for how they would utilize Salesforce. Olmstead executed a full CRM health assessment for this asset manager by evaluating their process workflows, data management practices, reporting capabilities, and application support. An implementation roadmap was created, guiding the client to make several changes that were low effort for the client but contributed significantly to the health of their Salesforce usage and end-users’ satisfaction.
