Comprehensive CRM Solution
Financial Consulting Company
The main goal for a client was to create an internal communication application – to capture/maintain the contacts and company information and build up a complete, referenced able and valuable directory for conducting effective business.
CoreValue implemented an IOS application built on Salesforce. Our team developed a connector for different social media that allows for retrieving the information for an individual person or the company in a unified manner. We implemented a system that stores global, business-unit-agnostic data generated by the client’s employees as an addition to the individual/company data retrieved from the social media.