Boosting Security and Efficiency with a Strategic Salesforce Split

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
What was the challenge
How we solved the problem
The results

01

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.

~4,000

EMPLOYEES

United Kingdom

LOCATION

Hi Tech

INDUSTRY

02

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.

03

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.