Capital Wealth Advisors (CWA), a financial services firm, sought help from The CRM Firm (CRMF) to optimize their inefficient and manual Salesforce implementation used for new client onboarding. The existing process required excessive clicks and manual data entry for various records, leading to significant time wastage and potential human errors. CRMF streamlined this by creating an automated process triggered by a button, which significantly reduced the manual workload and improved task accountability. The comprehensive solution included various enhancements like lead conversion automation and clean process flow documentation, resulting in a more efficient system that better met CWA’s needs.
