About the client
The client is an emerging player in the market that connects Life Science startups, investors, and partners. They offer services from consulting to resource collaboration and investments.
Client challenges
Without effective data management and visibility, businesses tend to make poor decisions, lose customers, and fall behind the competition. Salesforce App Exchange offers custom application packages that can help businesses address these challenges.
Salesforce App Exchange allows us to create custom application packages tailored to our specific business needs. It offers easy scalability and improved security and seamlessly integrates with the existing Salesforce ecosystem, saving time and money.
Solution
- Seamless investor data management and data syncing with our custom-built application.
- Efficient Data Access: LevelShift’ custom application helped the client customize their search criteria for easy retrieval of investor-related data.
- Regular Data Updates: Investor-related data in Salesforce is automatically synced to their centralized database, ensuring that the latest information is always accessible.
- Seamless Accessibility: This approach made it easy for end users to access synchronized accounts and contacts.
- Empowered User Control: Our solution enabled the client to control search and sync criteria and manage the application based on their terms.
- Enhanced User Productivity: End users benefited from a system that simplifies searching and syncing data within the Salesforce ecosystem.
- Robust Data Administration: Integrating the app with the client’s Salesforce instance makes data tracking and sharing more manageable. The data is readily available based on the needs of end users whenever and wherever they need it.
Benefits
LevelShift created a custom App Exchange application for client to easily search investor-related Salesforce data. Users can define their own search criteria, and the data is synchronized daily. This user-friendly solution offers real-time access and solves the issue of scattered data by centralizing information for investors.