CHALLENGE
The client needed a scalable system that balanced functionality with simplicity, as manual
processes were slowing operations and limiting growth. After evaluating whether to
enhance their legacy Salesforce instance or launch a new one, a new Salesforce
organization was implemented with a strategic migration plan to meet immediate needs
and reduce technical debt. By defining clear workflows across Sales, Relationship
Management, Project, and Due Diligence teams, and securing strong cross-functional buy
in the client established a trusted partnership and a solution tailored to their evolving
business.

SOLUTION
The client enlisted Platinum Cubed to address their challenges. The engagement began
with an open discussion about the issues faced by the client Sales and Relationship
Management teams, as well as the best practices Platinum Cubed has implemented in
Equipment Financing/Factoring Business. After setting success metrics and goals, Platinum
Cubed configured a new Salesforce Org that surpassed expectations.

RESULTS
With their new Salesforce solution in place, the client has significantly improved internal
communication and collaboration, enabling seamless handoffs of customer information
across Sales, Relationship Management, Project, and Due Diligence teams. This alignment
has reduced delays, minimized miscommunication, and empowered teams to respond to
client inquiries more quickly and confidently. The implementation of an automated sales
process has streamlined opportunity management, improved visibility into the pipeline, and
accelerated deal cycles. In addition, real-time reporting and analytics now provide
leadership with actionable insights at their fingertips supporting more informed, data driven
strategic decisions and positioning the organization for continued growth.

IMPLEMENTATIONS
– Centralized Source of Data
– White Space Within & Between Verticals
– Defined Handoff Process from Sales to Project Team
– Clear Forecasting for Sales Goals, Revenue and Resourcing
– Each Sales & Project Stage has Entry Criteria & Exit Criteria
– Set Up of Key Date Reminders