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West Monroe

Services

  • Customization
  • Integration
  • Cloud Solutions

Platforms

  • Salesforce Financial Services Cloud
  • Salesforce Sales Cloud
  • Salesforce Service Cloud

A complete pack of adaptation on Salesforce.

West Monroe Partners, a business and technology consultancy firm, sought to enhance its client engagement and streamline internal processes through Salesforce. The project aimed to leverage Financial Services Cloud for client relationship management, Sales Cloud for business development, and Service Cloud for exceptional client service.

Our challenge

Renewing a workflow.

Customizing Salesforce Financial Services Cloud to fit the unique needs of consulting and advisory services was challenging. Integrating Sales and Service Cloud to ensure a cohesive workflow and consistent client experience across all touchpoints required meticulous planning and execution.

The Result

Tracking every step.

  • The Salesforce implementation achieved significant improvements for West Monroe Partners:

     

  • Financial Services Cloud provided a comprehensive view of client portfolios, enhancing relationship management and personalized service.

     

  • Sales Cloud integration streamlined the business development process, improving lead management and conversion rates.

     

  • Service Cloud enabled more efficient case management and client support, increasing client satisfaction and retention.

     

  • The project transformed West Monroe Partners’ approach to client engagement and internal operations, driving growth and enhancing its reputation as a leader in business and technology consulting. The agility and efficiency gained through Salesforce allowed West Monroe to anticipate and respond to client needs more effectively, reinforcing its commitment to delivering exceptional value.