23% Faster Ticket Resolution, 10% Faster Lead Assignment Through Salesforce Optimization

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

Client Overview
The Business Challenge
Ciklum’s Approach: Engineering the Solution
The Results

01

Client Overview

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

The Business 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

Ciklum’s Approach: Engineering the Solution

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.