CRM and business intelligence

Salesforce implementation and CRM data migration for a global finance services firm

  • 40% cost saving

  • c.40% increase in onshore bandwidth

  • Access to real-time, error-free CRM data

  • Less or no time spent on admin tasks

  • Independently liaise with c.250 users to obtain data
  • Clean and migrate c.1m data points (accounts and contacts) to Salesforce
  • Implement workflow processes for different modules (account and contact onboarding, account closure, offboarding, distribution mapping, etc.) in consultation with Salesforce developers
  • Automate operational intelligence/reports and visualisation through PowerBI
  • Set up a team consisting of Salesforce developers, business analysts and administrators
  • Liaised with c.250 global users to obtain data to be migrated to Salesforce
  • Cleansed c.1m data points using SQL and Python and bulk uploaded to Salesforce
  • Worked with the core onshore team to finalise data fields, links, integrated modules, validations and business logic to be used for processes
  • Worked closely with the developers to implement the workflow process
  • Documented processes for BCP through SOPs
  • Produced and visualised operational reports (client profitability, KPI, client activity to commission correlation, etc.) using automation tools and PowerBI


  • Hassle-free, end-to-end Salesforce implementation
  • Less or no time spent on admin tasks and implementation
  • 30-40% cost saving vs hiring onshore
  • Ongoing validation of SOPs and process documentation
  • Guaranteed access to real-time, accurate and streamlined data for better decision making
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What we have done

What we are proud of


cost saving


increase in onshore bandwidth

Executive assistant/personal assistant support under operational and research admin support
What we are proud of


cost saving

Hassle-free execution

Corporate access
What we are proud of

Near real-time calendar refresh


cost saving

T&E and invoice processing
What we are proud of


increase in efficiency

Increase in data accuracy