Leading Financial Firm Cuts Development & Support Costs by 30% with Coforge’s Salesforce Lightning Migration
Overview.
A leading financial firm sought to modernize its CRM to meet rising expectations for seamless, intuitive digital experiences. Legacy systems lacked flexibility, intelligent automation, and user-centric design, hindering efficiency and engagement. The client needed a strategic partner to implement Salesforce Lightning with modular architecture and advanced analytics.To drive this transformation, they partnered with Coforge for its expertise in scalable CRM modernization.
To elevate user engagement and streamline operations, the organization embarked on a strategic migration from Salesforce Classic to the Lightning Experience.
Outdated Interface: The legacy Salesforce Classic interface lacked the modern, intuitive design necessary to drive user engagement and productivity.
Underutilization of Platform Capabilities: The absence of Lightning-exclusive features limited the ability to optimize workflows and leverage automation.
Ineffective Reporting Tools: The existing reporting and dashboard functionalities did not support real-time, data-driven decision-making.
Solution.
The implemented solution addressed the client's challenges by leveraging advanced technologies and streamlining processes:
Lightning Experience Deployment: Enabled Salesforce Lightning for 400+ users, enhancing usability and driving higher adoption through a modern, responsive interface.
Reusable Component Framework: Built a New Account Opening (NAO) wizard using 50+ reusable Lightning components, accelerating development and ensuring consistency across modules.
Enhanced Analytics: Upgraded reports and dashboards using Lightning-native tools, empowering users with real-time insights for faster, data-driven decisions.
The Impact.
Improved User interface increased user adoption
20% increase in logins as compared to classic interface
30% lower development and support cost by leveraging out of the box features available
20% faster customer onboarding with simplified user interface
Optimized account opening process with lightning migration
