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Barasch, McGarry, Salzman & Penson was looking to establish a long-term partnership with a certified Salesforce.com consultant with proven experience in the industry. They were looking to implement new initiatives in the marketing area and optimize existing processes for the sales, finance, and operations departments.
Our team of certified Salesforce.com consultants were able to help the Barasch, McGarry, Salzman & Penson's team implement the different initiatives they had planned and are currently providing support for the new initiatives. Tasks included: optimizing existing workflow triggers, creating new objects, integrating telephony systems, migrating data from legacy systems, among others.