Modernizing a Legacy CRM and Building Salesforce Delivery Capacity
The Challenge
Outcomes
Intelecox Approach
Business Challenges We Address
- Salesforce CRM modernization
- Migration from the legacy SV2 application
- Workflow streamlining and automation
- Analytics enablement
- Salesforce team recruitment and onboarding
- Agile delivery support
- Managed capacity through a Core-Flex model
Intelecox supported the transition from the legacy application to Salesforce, with a focus on improving the underlying workflows and creating a more sustainable delivery structure.
The engagement included bringing together Salesforce resources and establishing teams capable of supporting the modernization effort end to end. Workflow automation and analytics were incorporated into the solution to streamline existing processes and improve the usability of the CRM environment.
A Core-Flex managed capacity model was also implemented, providing a structured approach for aligning delivery capacity with changing requirements.
Business Impact
Planning a Salesforce modernization initiative?
Connect technology modernization with the delivery capacity needed to keep transformation moving.