VectorVest

Services

  • Customization
  • Integration
  • Automation

Platforms

  • Field Service Lightning
  • Sales Cloud
  • Service Cloud
  • Financial Services Cloud

A complete Salesforce adaptation package.

VectorVest always dreams big. A future where they always look forward. Always serve up new ways to meet life’s moments. A future to keep dreaming bigger. To provide opportunity and make a meaningful impact in the world.
The company was on a constant growth, so they needed a complete Salesforce solution.

Our challenge

Renewing a workflow.

We developed from scratch an automated solution to do the following:

  • Setup of CloudCraze eCommerce
  • Salesforce Partner Community initiative

The Result

Tracking every step.

  • Results began to show in the months following the system update.The right ecommerce path and the system in accordance with best practices significantly grew the company over the months.