“The team was very good at understanding our needs. They were able to translate what we needed into Salesforce outcomes. Would work with them again!”

– Client’s Director of Business Development and Investor Relations

About the client

Our client is a Los Angeles-based investment firm that focuses on opportunistic investing in special situations, including distressed and defaulted credit opportunities in the municipal marketplace.

Challenge

• Our client was not getting maximum value from Salesforce due to bad investor and entity data, inaccurate account hierarchy, and ineffective investor marketing lists.

• They needed to revamp their Account, Contact, Opportunity objects, and create a new DocuSign template to match their business processes.

Solution

• SM Innovations aligned the account hierarchy and added custom fields to capture mandatory information on investor records.
• SM Innovations created 5 custom reports to track relevant investor information.
• SM Innovations generated an automated DocuSign template, since the client was not using the DocuSign integration previously.

Outcome

• The account hierarchy restructure allowed for much more insightful reporting, giving the client much-needed visibility into to their Salesforce data.
  
• With one click, the client can now create a DocuSign template that populates a document with all relevant investor information from the appropriate Salesforce objects.