Summary

Yalber, a prominent Royalty-Based Investment firm, struggled with inefficient Salesforce processes, frequent system errors, and challenges in delivering timely client notifications across global time zones. CEPTES revamped their Salesforce system by optimizing code, building a robust Email Notification Framework, and automating workflows from lead generation to account management.

The results were transformative: a 25% boost in lead efficiency, 20% higher conversion rates, 90% fewer system errors, and a 40% reduction in manual tasks. Communication efficiency improved by 30%, enhancing customer satisfaction.

Download the full case study to see how Yalber achieved these remarkable outcomes!