Our Customer Success Stories
Real projects. Real outcomes. Built for adoption.
When clients come to Saasinct, they usually need more than a technical fix. They need Salesforce to work the way their business actually works - with cleaner processes, better visibility, stronger adoption, and a path forward that supports long-term growth.
Our customer success stories show what happens when implementation, optimization, and support are done with clarity and intention. From faster launches and cleaner data to stronger reporting and smoother operations, we help teams turn Salesforce into a system they can trust and use every day.
Faster go-lives with less confusion and less rework
Cleaner data and reporting teams can actually rely on
Stronger adoption across sales, service, and operations
More visibility into workflows, pipeline, and performance
Kimmeridge is an alternative asset manager focused exclusively in the energy sector. They are committed to its core values of integrity, innovation, and teamwork to deliver best-in-class performance.
Vertical: Wealth & Asset Management
Sub Vertical: Private Equity
Unifying Investor Engagement with Integrated Salesforce Solutions
CHALLENGE
Kimmeridge set out to enhance its Investor Relations capabilities with a new platform. As the firm scaled, they needed better visibility into investor engagement, more efficient workflows, and a centralized view of relationship data. Partnering with Saasinct, Kimmeridge implemented Salesforce to transform how their team collaborates, prepares for meetings, and proactively manages investor relationships.
SOLUTION
Implemented Salesforce Sales Cloud, with key integrations including Preqin, Marketing Cloud Account Engagement, Zoom Webinars
Developed custom reports and dashboards to monitor performance and uncover business insights
Automated critical workflows and created reusable templates to drive consistency and efficiency with meeting preparation, and management presentations
Integrated Salesforce Maps to optimize roadshows
RESULTS
Consolidated tech stack for a unified, end-to-end investment management experience.
Centralized investor intelligence and streamlined data access for proactive engagement.
Enhanced team collaboration and improved meeting outcomes through embedded tools.
Accelerated pipeline visibility and decision-making with real-time data and reporting.
TOOLS IMPLEMENTED
~ Sales Cloud ~ Marketing Cloud ~ Salesforce Maps ~ Tableau ~ PreqinFrom Friction to Focus: An AI Roadmap for Investor Relations
CHALLENGE
As investor outreach and deal activity increased, Kimmeridge’s Investor Relations team faced heavy manual workloads and fractured information sources: calendar and email threads, Salesforce records, webinar attendee lists, and third-party enrichment feeds. That fragmentation produced three consistent frictions: time-intensive meeting preparation; slow, inconsistent outreach personalization; and missed or incomplete post-meeting follow-ups.
SOLUTION
To address this, Kimmeridge engaged Saasinct for a focused discovery to identify where AI could deliver measurable value for IR while minimizing operational and compliance risk. The project converted ideas and pain points into a prioritized, implementation-ready program with clear KPIs, defined data requirements, and governance controls, all documented in the Enablement Workbook.
RESULTS
Decision-grade roadmap that includes a KPI measurement framework. Kimmeridge now has a concise, prioritized plan rather than a long list of unscored ideas. That clarity allows the firm to focus investment on the most impactful, lowest-risk use cases first, while clearly defined metrics with baselines enable the objective evaluation of AI impact after deployment.
Governance & data readiness baked into the plan. By assessing the data and required controls up front and including governance checks in the roadmap, Saasinct reduced a common problem with AI initiatives - pilots that succeed initially but then fail to scale because data and controls weren’t addressed up front.
Feasibility and cost clarity. Clear view of architecture options and tradeoffs, integration patterns, buy-vs-build criteria, 3rd-party licensing costs, and t-shirt estimates to help stakeholders choose a feasible, budgeted deployment strategy that minimizes rework and maximizes ROI.
“The Saasinct team was integral to the adoption and implementation of our Salesforce platform. Going above and beyond to ensure success, the team was incredibly responsive. They provided critical guidance throughout the entire process and have become a trusted, valuable partner to our firm.”
Saasinct is a Salesforce implementation partner with a goal to empower financial services companies and nonprofits to become tech savvy. Saasinct provides customers with a combination of consulting and education, illustrating all that the customer’s new technology stack can be.
Optimizing Meeting Preparation with Agentforce
IDEAL CUSTOMER USE CASE
Private equity firms that rely on frequent investor and portfolio company meetings often struggle to consolidate key relationship details before every call. Saasinct deployed this Agentforce solution as a proof of concept to address a universal challenge of Investor Relations and deal teams: easy access to actionable insights without combing through CRM records, emails, call notes and documents, websites, and news outlets. This use case applies broadly to any firm where meeting preparation depends on data that is fragmented.
CHALLENGE
Teams spend significant time preparing for meetings because critical information is scattered across systems and not easily accessible. Extracting data from Salesforce for external analysis introduces security and compliance risks, and manual preparation consumes valuable time and resources. These inefficiencies translate into lost opportunities — millions in missed follow-ups, slower deal cycles, and inconsistent meeting outcomes.
CUSTOMER VALUE
The proof of concept demonstrated how Agentforce could transform meeting preparation by generating AI-driven briefings directly within Salesforce. Instead of manually gathering notes and data, users received synthesized summaries highlighting recent interactions, relationship insights, open opportunities, and relevant external updates. Results were delivered through Slack and email, while documents were automatically scanned for new insights. The exercise validated that automating this process could reduce preparation time dramatically, improve meeting quality, and provide leadership with a scalable model for institutionalizing relationship intelligence across the firm.
TOOLS IMPLEMENTED
~ Agentforce ~ Slack
Aetos Capital is an independent investment firm specializing in real estate investment with extensive experience in individual resource and equity purchases, privatization of listed real estate companies, acquisitions of distressed debt, and investments in development projects
Industry: REIT
Sub-Vertical: Wealth & Asset Management
Streamlining Global Real Estate Investment with Salesforce
CHALLENGE
Aetos was using Outlook, Excel, and Preqin to track their customers and related activities. They wanted to improve their efficiency and gain access to more timely and accurate information. They hoped to bring together business processes in a single system that could track customers, strategic partners, activities, and opportunities.
SOLUTION
Saasinct configured Aetos’ Salesforce org, designed their security model, created user profiles, and set up their users in Salesforce. Saasinct also customized Salesforce to align with Aetos’ business processes for tracking investors, partners, and deals then added custom objects and fields to track funds and entity relationships. Additionally, we scrubbed their original data to allow for a clean import of accounts, contacts, and activity history in Salesforce. Lastly, we implemented data quality controls, migrated their data, and configured Inbox to allow integration with records in Salesforce.
RESULTS
Centralized and secure platform to manage relationships and deals while improving data accuracy and completeness
Simple, unified, and accessible user interface with integration between
Salesforce and Office365 to promote collaboration and time efficiency
Complete 360-degree view of clients, partners, activities, and business development pipeline
Less time spent on information searching and more time focused on relationship building and fund-raising
TOOLS IMPLEMENTED
~ Sales Cloud ~ Office 365 ~ Preqin
Innisfree M&A Incorporated is a premier shareholder engagement firm providing strategic advice, proxy solicitation, and shareholder intelligence to corporations and investors. Innisfree reigns as an industry leader, winning numerous accolades and providing services for top proxy contests.
Industry: Proxy Advisor
Sub-Vertical: General FinServ
Modernizing Proxy Solicitation for Improved Efficiency Propels Success
CHALLENGE
Innisfree set out to enhance their call center capabilities to better meet the dynamic demands of proxy solicitations, specifically regarding scalability, adaptability, and operational efficiency. They wanted optimization for peak demand and cost efficiency, process modernization and knowledge preservation, enhanced data management, and call coordination.
SOLUTION
Saasinct worked to build a solution that would modernize Innisfree’s shareholder engagement platform, enhance efficiency, and position the firm to scale. To achieve this, Saasinct focused on building a cohesive communication platform, flexible conversation flows, enhanced data management and automation, and expanded outreach capacity.
RESULTS
Preserved institutional knowledge with sophisticated operational workflows and business knowledge embedded into their system
Increased operational efficiency due to fewer manual tasks and faster campaign launches
Scalable, high-performance environment with a platform that adapts to volume spikes and consistently supports large scale campaigns
Centralized data management across systems, ensuring accurate, real-time information is captured
Improved shareholder experience through a modernized platform that incorporates tools such as Do-Not-Call lists and merging duplicates to enable more targeted outreach
TOOLS IMPLEMENTED
~ Agentforce ~ Five9 ~ Azure
Asset Preservation Advisors (APA) is a boutique municipal bond investment management firm founded in 1989. The firm specializes in managing high-quality tax-exempt and taxable municipal bond portfolios for registered investment advisors, family wealth offices, and institutional clients. With a reputation for exceptional customer service and a personalized approach, APA focuses on preserving and growing client wealth through disciplined investment strategies.
Industry: Portfolio Management
Sub-Vertical: Wealth & Asset Management
Streamlining Global Real Estate Investment with Salesforce
CHALLENGE
APA’s account onboarding process was fragmented, manual, and time-consuming, leading to inefficiencies and delays in client service. The lack of standardized workflows and limited collaboration between cross-functional teams caused poor visibility into onboarding progress, slow execution, and accounts occasionally falling through the cracks.
SOLUTION
Saasinct leveraged APA’s existing Salesforce Financial Services Cloud licenses to transform their onboarding workflow including Action Plan Templates to guide onboarding tasks and monitor completion.
Deployed Slack across teams to enhance real-time collaboration.
Designed custom email templates and Slack workflows for seamless communication.
Replaced external spreadsheets with Salesforce dashboards for end-to-end progress tracking.
Provided end-user onboarding and training to ensure adoption across departments.
RESULTS
Decreased new account onboarding time from 3 days to ≤2 days.
Successfully onboarded 900+ accounts starting March 2024 with scalable automation.
TOOLS IMPLEMENTED
~ Financial Services Cloud ~ SlackEmpowering APA to Streamline Mass Marketing with Salesforce and Mailchimp
CHALLENGE
APA needed an effective way to send mass emails to existing and prospective clients. Their previous process relied on manual spreadsheets and one-by-one emailing, which was time-consuming, inconsistent, and lacked personalization. The team wanted a scalable, structured approach to manage marketing communications while maintaining the ability to tailor messages for different audiences.
SOLUTION
List Emails enabled APA to efficiently send tailored outreach directly from Salesforce, maintaining customer-specific context and improving engagement.
Mailchimp was implemented for general updates, newsletters, and larger marketing initiatives.
This dual-tool approach replaced the manual spreadsheet process with an automated, user-friendly system that enhanced marketing consistency and reduced effort.
The engagement was classified as implementation and advisory, focusing on onboarding, best practices, and empowering APA to independently manage their marketing tools.
As part of the continuing partnership, the team will next teach APA about cadences—structured follow-up sequences—to further strengthen their marketing automation and customer engagement.
RESULTS
APA transitioned from manual emailing to structured, scalable outreach using Salesforce and Mailchimp. The new workflow has streamlined communication, increased personalization, and set the foundation for future marketing automation initiatives.
TOOLS IMPLEMENTED
~ Mailchimp ~ Salesforce List Emails 
Deerpath Capital is a leading private credit manager focused on senior debt financing for middle-market companies. Known for disciplined underwriting and long-term partnerships, Deerpath provides customized lending solutions that balance flexibility with consistency. The firm wanted to simplify its technology ecosystem, reduce ongoing platform costs, and give its team greater control over managing and customizing Salesforce internally.
Industry: Alternative Lending
Sub-Vertical: Lending
From Complexity to Clarity: Deerpath Capital’s 60-Day Salesforce Transformation
CHALLENGE
Deerpath was running both Salesforce and InvestorFlow - two overlapping systems that created redundancy, higher costs, and underused functionality. With InvestorFlow’s renewal approaching and subscription costs rising, the firm saw an opportunity to consolidate operations fully on a single Salesforce solution. Their goal: maintain key capabilities such as deal pipeline visibility, Outlook sync, and meeting note tracking, without disruption or data loss.
SOLUTION
Conducted a Phase 0 Discovery to assess InvestorFlow usage and define a clear migration strategy.
Designed a data continuity and migration roadmap to safeguard critical information.
Completed Phase 1 Migration to Salesforce within 60 days.
Integrated Einstein Activity Capture for seamless Outlook sync to Salesforce.
Upgraded Salesforce architecture to support scalability and future innovation.
Transitioned Deerpath into Phase 2 Managed Services for continuous optimization.
RESULTS
60-Day Go-Live: Migration completed before InvestorFlow renewal deadline
Reduced Costs: Eliminated InvestorFlow licensing fees
Higher Efficiency: Consolidated tech stack on Salesforce
Zero Downtime: Phase 0 discovery ensured a smooth transition
TOOLS IMPLEMENTED
~ Private Equity Accelerator ~ Sales Cloud ~ Marketing Cloud ~ Einstein Activity Capture ~ Preqin
FinFit, a leading financial fitness platform, founded in 2008, empowers organizations to enhance the financial well-being of their employees. With a mission to transform lives through access to comprehensive financial solutions, FinFit provides tools and resources that enable individuals to achieve their financial goals, build financial stability, and reduce financial stress.
Industry: FinTech
Sub-Vertical: FinTech
From Spreadsheets to the Cloud
CHALLENGE
Despite being a company that offers technology products to its customers to help them achieve financial wellness, FinFit had not yet invested in a technology solution that supported their internal marketing and sales processes. Relying on manual spreadsheets and reference data spread across multiple systems, FinFit had to manually consolidate information to make strategic, data-based decisions impacting the organization’s revenue forecast and growth.
SOLUTION
FinFit partnered with Saasinct to overhaul and modernize their marketing and sales operations.. The primary focus was moving their team off of spreadsheets and into Salesforce for real-time data and collaboration. FinFit desperately needed a system that served as a one-source of truth that several teams could access and rely upon as they worked leads and opportunities in order to drive revenue growth.
RESULTS
Streamlined lead-to-sales processes that resulted in a significant reduction in manual effort
Increased lead conversations and customer engagement through automated email journeys and personalized interactions
Centralized hub for collaboration and information sharing
Real-time dashboards that provide unparalleled visibility into performance metrics
TOOLS IMPLEMENTED
~ Sales Cloud ~ Marketing Cloud 
Cedar was founded in 2016 to improve the financial results of medical service providers looking to improve the timeliness of patient payments. Cedar combined platform expertise from the worlds of healthcare, technology, and design to create a seamless financial experience that healthcare providers could deliver to their patients.
Industry: FinTech
Sub-Vertical: FinTech
Cedar Empowers Customers with Community Bringing Knowledge to Users
CHALLENGE
Cedar’s Learning Management System (LMS) and printed manuals were not meeting their customers’ needs. As a result, many unnecessary support tickets were being created that required increasing levels of staff engagement as Cedar’s customer base grew.
SOLUTION
Saasinct extended Cedar’s Salesforce environment with a tailored Customer Community, including an integrated Knowledge Base that contains all of Cedar’s help articles, release notes, and educational materials.
RESULTS
Secure access to a comprehensive Knowledge Base that can help users find answers quickly using keyword searches
Informative dashboards and insights that provide valuable information about customer interactions
Custom email templates, colors, fonts, and logos, that match brand guidelines
TOOLS IMPLEMENTED
~ Service Cloud ~ Community Cloud ~ Knowledge
Gordon Brothers is a global advisory, restructuring and investment firm founded in 1903. The firm is headquartered in Boston, Massachusetts with over 30 offices across five continents. Gordon Brothers customers include lenders, operating executives, advisors and investors, where they provide expertise, operation experience and/or capital with services in valuations, dispositions, operations and investments.
Industry: Capital Markets
Sub-Vertical: Wealth & Asset Management
Gordon Brothers Unifies Division Sales
CHALLENGE
Gordon Brothers’ lack of operational efficiencies on the front-end of their business was having adverse financial and growth impacts due to a lack of a centralized customer repository, different siloed and simplistic CRM solutions, inconsistent sales processes, limited ability to nurture the referral base, and limiting reporting for sales management.
SOLUTION
Unified sales processes across divisions using FSC
A custom solution was created to sync Salesforce with Outlook
Marketing Cloud Connect was integrated with FSC
User adoption prioritization
Assist in recruiting and hiring a full-time Salesforce Administrator
RESULTS
Strong and growing user adoption with positive feedback
Simplified user interface that is also more intuitive and accessible
360-degree view of clients, partners, activities, and business development pipeline
Less time spent searching for critical information and more time spent building relationships and capturing new cross-selling opportunities
TOOLS IMPLEMENTED
~ Financial Services Cloud ~ Marketing Cloud ~ Trailhead ~ Lightning
Folio Financial is a pioneering financial technology firm and self-clearing broker-dealer headquartered in McLean, VA. The company serves both self-directed investors and independent RIAs through retail investing and institutional clearing, and custody solutions.
Industry: Wealth & Asset Management
Sub Vertical: Broker-Dealer / Custody, RIA Platform
Modernizing Sales, Service, & Compliance Operations on Salesforce
CHALLENGE
Folio Financial needed Salesforce to do more than support isolated teams. As the business evolved, the firm needed better control over customer service workflows, stronger sales visibility, cleaner customer and firm data, and a platform structure that could support the demands of a regulated broker-dealer environment. Manual case handling, fragmented information, legacy integration challenges, and compliance-driven recordkeeping requirements made scale and consistency difficult.
SOLUTION
Saasinct partnered with Folio on a multi-workstream Salesforce roadmap spanning sales, service, proxy, and compliance operations. The work included redesigning case workflows, improving opportunity and activity management, supporting account and customer data integration, enabling CTI-driven service improvements, addressing proxy-related architectural issues, and helping define Salesforce record retention and extraction requirements in support of SEC 17a-3 compliance.
RESULTS
Folio gained a more structured Salesforce foundation to support cross-functional operations. The program improved the path toward a more complete customer view, strengthened service workflow consistency, increased visibility for sales management, and helped align the platform more effectively with broker-dealer compliance and operational requirements.
TOOLS IMPLEMENTED
~ Sales Cloud
Manhattan Venture Partners is a principal investor and advisory solution to private venture-backed companies. Since 2010 the partners at MVP have been integral in the institutionalization of the direct secondary market. The firm needed Salesforce to better support investor targeting, qualification, relationship tracking, and compliance-driven sales execution.
Industry: Wealth and Asset Management
Sub-Vertical: Private Equity / Capital Raising
Streamlining Private Equity Fundraising with Salesforce Automation
CHALLENGE
MVP needed a more reliable way to match investors to the right offerings, qualify leads efficiently, and manage complex investor relationships across individual, institutional, and international channels. The sales team also faced regulatory and suitability requirements that made the fundraising process harder to scale manually.
SOLUTION
Enhanced Salesforce to support investor qualification, relationship tracking, and fundraising workflows.
Automated web lead intake, accredited investor screening, list ownership, and lead recycling.
Built a relationship model for individual and institutional investors without Person Accounts.
Implemented Reg BI, suitability, foreign finder, and registration compliance workflows.
Added dashboards, sales targets, quick-entry tools, Einstein Activity Capture, and Campaign Monitor integration.
RESULTS
Improved sales productivity and fundraising pipeline visibility.
Centralized investor, relationship, activity, and opportunity data in Salesforce.
Improved data quality and reduced reliance on disconnected tools.
Simplified the user experience and supported more efficient fundraising execution.
Strengthened process consistency in a compliance-sensitive sales environment.
TOOLS IMPLEMENTED
~ Sales Cloud ~ Inbox ~ Einstein ~ Campaign Monitor ~ Zapier
FGI is a global leader in the commercial finance and services industry, equipping small and medium enterprises with the tools they need to safely grow their business. The firm engaged Saasinct to implement a scalable Salesforce platform that could support a new business unit, streamline approvals, and connect pricing and deal workflows.
Industry: Lending
Sub Vertical: Equipment Finance
Automating Equipment Finance Operations in Salesforce
CHALLENGE
FGI-E launched a new business unit with a new sales process, but client and deal information was spread across multiple tools, approvals were handled manually, and financial modeling was disconnected from the core workflow. The team needed a scalable Salesforce platform that could unify data, streamline approvals, and support collaboration across the deal lifecycle.
SOLUTION
Designed a Salesforce solution aligned to the needs of the new equipment finance business.
Simplified the user experience and reduced duplicate data entry through a cleaner data model.
Built forecasting and workflow capabilities to improve deal management and visibility.
Automated key stages of the deal lifecycle, including origination, underwriting, closing, and follow-up activities.
Integrated SuperTRUMP so pricing and modeling could be accessed directly within Salesforce.
Added Outlook integration and user enablement materials to support onboarding & adoption.
RESULTS
Streamlined approvals and improved operational efficiency across the deal process.
Centralized client and deal data to support better visibility and more consistent execution.
Simplified workflows across teams and improved day-to-day productivity.
Enabled faster creation of personalized, review-ready quotes with SuperTRUMP integration.
Established a stronger platform foundation for scaling the new business unit.
TOOLS IMPLEMENTED
~ Sales Cloud ~ Outlook
MPOWER Financing is a U.S.-based lender focused on providing student loans to international students studying in the U.S. and Canada. Its model is designed to serve borrowers without requiring a co-signer, collateral, or U.S. credit history. MPOWER also offers interest discounts, free personal finance education courses, credit-building, and a job placement service.
Industry: Financial Services
Sub-Vertical: Alternative Lending / Student Lending
Streamlining Loan Servicing with a Scalable Salesforce Design
CHALLENGE
MPower’s loan servicing process relied on a confusing user experience and manual spreadsheet-based workarounds to assign and track servicing activities. This slowed servicing operations, reduced visibility, and made it harder to consistently manage delinquent and overdue loans, contributing to backlogs and financial risk.
SOLUTION
Redesigned the Salesforce solution to simplify the servicing experience and support a more scalable operating model.
Replaced legacy custom components with a more sustainable architecture centered on configuration and a custom Lightning app.
Restructured the servicing data model to automatically populate and update key account, contact, loan, disbursement, and opportunity data.
Developed role-based training to help users adopt the redesigned solution and use it effectively in day-to-day servicing activities.
RESULTS
Shortened loan servicing cycles and improved team productivity
Reduced reliance on spreadsheets and manual workarounds
Simplified the user experience for different servicing roles
Improved end-user adoption of the redesigned Salesforce solution
Created a stronger foundation for more consistent servicing operations and future scale
TOOLS IMPLEMENTED
~ Sales Cloud ~ Marketing Cloud ~ Einstein
Flat World Partners is an investment advisory and asset management firm focused exclusively on impact investing. The firm builds customized portfolios for clients seeking investments aligned with themes such as climate change, social justice, sustainable food and agriculture, and healthcare.
Industry: Wealth & Asset Management
Sub-Vertical: Impact Investing
Empowering Impact Investing By Centralizing Client Data
CHALLENGE
Flat World needed a more centralized way to manage client and relationship data. Information was spread across multiple disconnected systems, making it difficult to deliver personalized service, maintain a complete view of client relationships, and collaborate efficiently across the team.
SOLUTION
Implemented a Salesforce foundation aligned to Flat World’s business model and relationship management needs.
Configured core architecture, user setup, security, sales workflows, reports, and dashboards.
Centralized client and relationship data to support a more complete view of accounts and interactions.
Prepared the environment to support future integrations with key business systems.
RESULTS
Created a centralized repository for client and relationship data.
Improved visibility into client relationships through a more complete view in Salesforce.
Increased internal accessibility of client information to support more efficient collaboration and workflow.
Established a stronger platform foundation for reporting, process consistency, and future integrations.
TOOLS IMPLEMENTED
~ Sales Cloud ~ Marketing Cloud ~ Inbox ~ Office 365 ~ Box.com
Capteris is an independent equipment finance company serving middle-market, large corporate, and financial sponsor segments. The firm engaged Saasinct to replace spreadsheet-driven processes with a more scalable Salesforce platform for pipeline and relationship management.
Industry: Alternative Lending
Sub-Vertical: Equipment Finance
Replacing Spreadsheets with a Scalable Salesforce Pipeline
CHALLENGE
Capteris relied on spreadsheets and manual data entry to manage accounts, contacts, opportunities, and activity. As the business evolved, those processes became harder to maintain, more error-prone, and less effective for tracking pipeline performance and supporting consistent execution.
SOLUTION
Capteris sought a customizable platform that could adapt to their evolving business requirements as the company grows. The Saasinct team implemented a Quickstart Plus for Capteris that both solved their immediate pain points and also provided a solid foundation for sustainable growth:
Implemented a Salesforce foundation designed for Capteris’s evolving finance business
Improved activity tracking across accounts, contacts, and opportunities
Created a more structured process for capturing account, contact, and opportunity data
Built reports and dashboards to provide a clearer view of pipeline status and progress toward targets
RESULTS
Reduced reliance on spreadsheets and manual data entry
Improved visibility into pipeline activity and overall deal progress
Created a more consistent process for managing account, contact, and opportunity information
Gave leadership and sales teams better transparency into current pipeline performance
Established a stronger Salesforce foundation to support future growth
TOOLS IMPLEMENTED
~ Sales Cloud
Ronald McDonald House Charities of San Diego provides housing and support services for families with children receiving treatment at local hospitals. The organization engaged Saasinct to improve donor data quality, strengthen Salesforce NPSP supportability, and support more effective fundraising operations.
Industry: Nonprofit
Sub-Vertical: Human Services / Fundraising
Restoring Data Quality & Supportability in Salesforce NPSP
CHALLENGE
Ronald McDonald House’s Salesforce NPSP investment was hindered by data integrity issues, including invalid households, overwritten affiliations, and more than 50,000 duplicate records caused by integration problems. Manual iWave processes and limited data maintenance tools further reduced system reliability and fundraising visibility.
SOLUTION
Cleaned and normalized donor data in Salesforce NPSP
Fixed integration and workflow issues driving duplicate and invalid records
Corrected household and affiliation relationships
Reconfigured iWave and improved related workflows
Delivered data quality dashboards, dedupe recommendations, and onsite user training
Resolved Volunteers for Salesforce configuration issues
RESULTS
Improved donor, household, and affiliation data quality
Created a more supportable Salesforce environment for fundraising
Strengthened major gift tracking through better iWave integration
Reduced duplication and data inconsistency, and improved user ownership of data quality
TOOLS IMPLEMENTED
~ Sales Cloud ~ OneCause ~ iWave
Solum Partners is an investment management firm focused on real agriculture and food production assets. The firm engaged Saasinct to strengthen Salesforce security, improve data access, and support more effective governance and monitoring.
Industry: Asset Management
Sub-Vertical: Real Assets / Private Markets
Strengthening Data Security and Governance in Salesforce
CHALLENGE
Solum needed to strengthen data security, improve user access across the organization, and make better use of its existing Salesforce capabilities. The firm also needed stronger visibility into system activity and data access in order to support governance, monitoring, and internal control requirements.
SOLUTION
Reviewed Solum’s Salesforce security model and policies to identify gaps and recommend targeted improvements
Resolved user access issues to improve appropriate data availability across the organization
Implemented Event Monitoring and CRM Analytics dashboards to increase visibility into user activity and data access patterns
Optimized licensing, permissions, and workflows to improve system usability and operational efficiency
RESULTS
Strengthened Salesforce security controls and reduced key access and governance gaps
Improved visibility into user activity and data access through monitoring and dashboarding
Expanded appropriate access to support more effective use of Salesforce across teams
Improved day-to-day efficiency through cleaner licensing, permissions, and workflow design
Created a stronger foundation for ongoing governance, audit readiness, and data management
TOOLS IMPLEMENTED
~ Sales Cloud
Contrarian Capital Management is an alternative asset manager focused on distressed debt and special situations investing. The firm engaged Saasinct to improve Salesforce data management, reduce technical debt, and create a more efficient and cost-effective operating environment.
Industry: Investment Management
Sub-Vertical: Alternative Investments
Reducing Data Management Complexity and Cost
CHALLENGE
Contrarian Capital’s Salesforce environment had become difficult and expensive to maintain. Data upload issues were hard to identify and resolve, technical debt in custom Apex code created deployment and validation problems, PrintSF integration issues affected mailing accuracy, and the firm was carrying the ongoing cost and maintenance burden of an AWS-based data management environment.
SOLUTION
Improved error handling for faster issue identification and resolution
Simplified data structures and streamlined upload processes
Reduced technical debt in the existing Salesforce solution
Eliminated the need for an AWS server and introduced automatic updates
Fixed PrintSF currency merge issues affecting automated mailings
RESULTS
Improved data management efficiency
Reduced annual maintenance costs
Increased data accuracy and reliability
Lowered manual upkeep and support burden
Freed internal teams to focus on higher-value work
TOOLS IMPLEMENTED
~ Sales Cloud