Salesforce Implementation for the Securities & Exchange Commission (SEC)
We implemented the Salesforce Service Cloud to collect public inquiries, track and report related actions. Implemented responsive, 508 compliant public web form for inquiry submission.
OneVoice CRM Migration for the Bureau of Fiscal Service
We updated the legacy CRM system so the Fiscal Service can obtain a single view of customer interactions across all business lines.
Salesforce Migration Services for Exponent Philanthropy
We utilized the Salesforce Community Cloud to develop a member portal for Exponent Philanthropy, allowing them to improve usability for members and better manage user data.
Process Improvement, Automation and Integration for OPIC
We leveraged low-code capabilities to provide business users with key metrics. Automated records management processes for key business documents.
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