Read how CodM Software modernized CRM integrations and reporting with Salesforce dashboards, APIs and automation.
The client needed cleaner Salesforce data flows and dashboards that gave leadership accurate operational visibility.
Mapped source systems.
Built API-driven integration flows.
Cleaned and migrated CRM data.
Created dashboard reporting layers.
Automated refresh workflows.
Added data validation controls.
CRM Integration visual mockup for stakeholder review and solution storytelling.
CRM Integration visual mockup for stakeholder review and solution storytelling.
CRM Integration visual mockup for stakeholder review and solution storytelling.
CRM Integration visual mockup for stakeholder review and solution storytelling.
“The integration modernization created cleaner data and reporting that teams could finally trust.”
Client StakeholderEnterprise Operations TeamSalesforce Financial Services Cloud is a Salesforce CRM solution designed for financial-service teams that need secure client views, advisor productivity tools, relationship tracking and compliant workflows.
Permission set groups combine related permission sets so Salesforce admins can assign access faster while keeping profiles lean and scalable.
Sales Cadence guides sales users through structured outreach steps such as emails, calls and follow-ups, helping teams reduce manual effort and improve consistency.
Customer 360 helps teams see customer data, interactions and service history in one place so they can make faster decisions and deliver better experiences.
Salesforce improves productivity by centralizing data, automating repetitive tasks, improving reporting and connecting sales, service, marketing and operations workflows.
Asset ManagementA secure Salesforce Financial Services Cloud implementation with role-based access, scalable permission architecture and Sales Cadence automation.
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Financial ServicesA Salesforce and MuleSoft transformation covering delegated access, easyAdvantage+ quote retrieval, DCEVersion workflows and TA Intake automation.
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InsuranceA Salesforce Lightning modernization project focused on org consolidation, LWC, Apex, Visualforce refactoring and secure integrations.
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