Learn how CodM Software connected customer data into Salesforce Customer 360 for stronger engagement and better reporting.
The client wanted one reliable CRM view across teams so customer interactions, opportunities and service requests could be managed from a unified source.
Mapped customer data sources.
Designed Customer 360 architecture.
Migrated and normalized CRM records.
Built dashboards and role-based views.
Connected sales and service workflows.
Implemented data quality checks.
Customer 360 visual mockup for stakeholder review and solution storytelling.
Customer 360 visual mockup for stakeholder review and solution storytelling.
Customer 360 visual mockup for stakeholder review and solution storytelling.
Customer 360 visual mockup for stakeholder review and solution storytelling.
“CodM Software created a clearer customer view that helped teams make faster decisions and improve engagement.”
Client StakeholderGrowth-Focused EnterpriseSalesforce 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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InsuranceA Salesforce Lightning modernization project focused on org consolidation, LWC, Apex, Visualforce refactoring and secure integrations.
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