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Modernization of Legacy CRM System with Salesforce Integration

ventionteams.com

Financial services

Information technology

Legacy Infrastructure Challenges

Outdated decade-old CRM system lacking automation capabilities, inefficient sales processes, fragmented customer data, and lengthy user onboarding procedures

About the Client

Global Forex trading broker serving 200,000+ active clients

Digital Transformation Goals

Replace legacy CRM with Salesforce platform
Automate core business processes (KYC, lead generation, account management)
Create unified 360-degree customer view
Reduce new user onboarding time by 30%

Core System Requirements

Salesforce Sales Cloud configuration
Custom database synchronization
Automated KYC process workflows
Interactive reporting dashboards
Lightning web component integrations

Technology Stack

Salesforce Flow

Lightning Web Components

Apex Triggers

.NET Core

Sales Cloud

System Integrations

Legacy CRM data migration framework
Customer identity verification services
Real-time market data APIs

Operational Requirements

High-volume transaction processing capability
Enterprise-grade data security compliance
Scalable architecture for global user base
99.9% system uptime SLA

Business Transformation Outcomes

Achieved comprehensive customer visibility, automated critical compliance processes, and improved operational efficiency through intelligent workflow automation and real-time business intelligence capabilities