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Success Story

Services: Enterprise Applications​

Technology Platform: Salesforce​

Industry/Domain: Finance

Modernized CRM through Salesforce Lightning migration, driving better performance and user engagement.

Client: A U.S.-based leader in the automotive financial services sector, providing end-to-end loan management, customer servicing, and digital payment solutions to vehicle buyers nationwide.​

​

Business Requirements​

The client’s legacy CRM system, used extensively by customer support agents, was built on Salesforce Classic. With Classic no longer supported by Salesforce, the client needed a modern, Lightning-ready CRM that:​

  • Enables agents to manage end-to-end customer interactions (cases, tasks, demographics, payments)​
  • Offers improved performance and UI experience​
  • Maintains and enhances existing functionality including reporting, escalation workflows, and SLA tracking​

​
How Consulevent Solved It​

  • Migrated the entire CRM application from Salesforce Classic to Salesforce Lightning Experience​
  • Used Lightning App Builder to streamline user interface with configurable multi-section views—no custom code required​
  • Built a centralized Contact Center Console where agents could update customer data, access records, and handle all tasks from a unified view​
  • Migrated Knowledge Articles to Lightning Knowledge with improved navigation​
  • Enhanced Reports and Dashboards for real-time SLA tracking and performance monitoring​

​

Still using Salesforce Classic or dealing with outdated CRM workflows?​
Contact Us to discover how we can upgrade your Salesforce experience, intelligently and efficiently.​

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