Client
Greenfinch Global Consulting · Consulting
The challenge and what we did
Customer information sat across multiple systems and spreadsheets, so no single view existed and reporting could not be trusted. Teams found themselves reconciling records instead of serving clients.
We designed a Salesforce multi-cloud architecture that consolidated those sources into one customer view, standardizing how accounts, contacts and activities are recorded.
With data in one place, reporting became reliable and the team's daily work moved into a single system rather than several.