Client Casestudy__________________

Completed business transitions from existing CRM to Salesforce for a leading American investment advisor

Our client, a leading American investment advisor, was facing a limitation in implementing entire business process in existing CRM and wanted to move to a more reliable and customized one.

MobiLyte team designed proper data flow schema and CRM UI to match client’s business process and organization structure. MobiLyte also successfully migrated bulk data accumulated over a decade from existing CRM to Salesforce. MobiLyte’s customized Salesforce solution hugely improved the client’s business operation.

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