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Boosting Security and Efficiency with a Strategic Salesforce Split

Boosting Security and Efficiency with a Strategic Salesforce Split

Related topics

time-icon 5 min

Boosting Security and Efficiency with a Strategic Salesforce Split

time-icon 5 min

Related topics

IN A NUTSHELL

Increased internal ticket resolution efficiency by up to 23%
Reduced lead assignment time by up to 10%
Significantly enhanced overall Organizational security

About Client

The client, a leading provider of title insurance and real estate services, sought to restructure their Salesforce organization to better manage their diverse offerings, including title plant management, home warranty, and wealth management.
01

What was the challenge

The client's consolidated Salesforce Organization faced major issues due to conflicting security and functional requirements across business processes. This complexity made it difficult to implement isolated enhancements for individual units, impacting efficiency, data security, and system performance.
02

How we solved the problem

Our team at Ciklum carried out a comprehensive organizational analysis and developed an in-depth recommendation document. We meticulously mapped dependencies, customized functionality, and ensured data usability to meet future requirements. The newly configured organization prioritized enhanced security measures and optimized processes, significantly boosting system performance and reliability while laying a robust foundation for scalability and operational efficiency. This strategic approach ensures alignment with both current and evolving business needs.

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Analysis & Recommendations

Conducted detailed organizational analysis and provided actionable recommendations to address challenges and improve overall efficiency.  

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Functionality Mapping

Identified dependencies and customized system functionality to align with specific business requirements and operational needs.  

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Data Backup

Secured critical features through data backups, ensuring accessibility, reliability, and usability in case of system failures.  

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System Optimization

Configured a robust, secure, and high-performance system to enhance efficiency, scalability, and operational stability. 

03

The results

Increased internal ticket resolution efficiency by 23%
Reduced lead assignment time by 10%
Enhanced overall Organizational security, setting a new standard for Salesforce data management

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