DYNAMIC RATINGS

SALESFORCE ORG SPLITTING FOR TRANSFORMER SOLUTIONS

About the Client:
Established in 1933, Wilson Transformer Company is a leading specialist in the delivery of transformer solutions to a wide variety of industries and customers around the world.

Problem(s):
Wilson Transformer Company is splitting its Salesforce CRM with Dynamic Ratings and they need help setting up a new one.

What We Did:
Wilson Transformer Company worked closely with AFDigital to separate Dynamic Ratings’ existing Salesforce organisation from Wilson Transformer, including set-up and migration of all existing custom configurations. Our team conducted the package installation and deployment, user setup, and more. As always, we also enabled the new users from the Wilson Transformer team to use the platform to its full potential.

CLIENT: DYNAMIC RATINGS

DATE: NOVEMBER 2018

SERVICE: SALES CLOUD, ORG SPLITTING, IMPLEMENTATION