About the client
The client is a global, independent investment manager of transport real estate and infrastructure. They acquire, develop, finance, and manage unique real estate and infrastructure assets that support land, air, sea, and rail networks worldwide.
Client challenges
The client experienced difficulties with user experience when accessing their Salesforce app for several reasons. The Business Salesforce setup had accumulated too many apps. The page layout on the inactive apps took up unnecessary visual space, which required cleanup. The Business legacy Salesforce setup also accumulated multiple fields and record types that are no longer used.
Solution
We conducted a thorough cleanup to improve the user experience, identifying and removing unused applications and outdated record types.
References to the record types were updated or removed throughout the Salesforce Org.
Additionally, we hid specific record types from users where necessary, streamlined tabs within particular applications, and carried out field-level deletions and updates across various apps’ page layouts.
Benefits
Through the thorough cleaning processes of their Business’ Salesforce setup, applications, and record types, the client realized significant improvements:
- 100% legacy data accuracy: Enhanced data integrity by removing outdated and unused fields.
- 99% reporting reliability: Streamlined record types led to consistent reporting.
- Increased user adoption rate: A cleaner app and simplified user interface drove complete user adoption.
- 50% reduction in sales cycle time: The easy identification of apps and record types helped the sales team concentrate on their process.
- 5.0 Customer Satisfaction (CSAT): Decluttering the Salesforce Org streamlined navigation and improved CX