IRM Advisory Services: Salesforce delivered by Ignyto.
Ignyto implemented Sales Cloud, Lightning Events and integration for IRM Advisory Services, a professional services business.
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Book a discovery call →The IRM is the leading professional body for Enterprise Risk Management. They help build excellence in risk management to improve the way organisations work.
They provide globally recognised qualifications and training, publish research and thought leadership and set professional standards, which define the knowledge, skills and behaviours today’s risk professionals need to meet the demands of an increasingly complex and challenging business environment.
IRM members work in many roles, in all industries and across the public, private and not-for-profit sectors around the world. They are independent and not-for-profit.
The IRM Training and Business Development team were looking to implement Salesforce as a new CRM solution which would allow them more customisation and control over the management of their sales processes.
- Clear customer information: Utilising the platform’s ability to provide a comprehensive overview of the customer.
- Improved Sales and Lead Management: Tracking leads and opportunities throughout the sales pipeline.
- Customisation: Tailor the platform to match the Training and Business development team’s specific sales workflows.
- Analytics and Reporting: Take advantage of the reporting functionality within Salesforce to drive informed decision-making and help refine sales strategies.
- Training: Ensuring the key team members are well equipped to customise and maintain their own Salesforce organisation, with a training plan and resources to use for future success.
Improved Sales user experience through detailed object changes.
Improved Sales user experience through detailed object changes.
Enhanced ability to manage Lead, Contact, Account and Opportunity data in a manner in line with The IRM Training and Business Development team’s process.
Enhanced reporting and data oversight with custom reports and dashboards.
“Ignyto were extremely helpful and attentive and the implementation went smoothly and perfectly to plan. All queries, questions and suggestions were dealt with in a speedy, efficient manner.”
IRM Advisory Services · Professional Services
Integration, where the systems need it.
Salesforce rarely stands alone. Ignyto builds the integration layer in-house — MuleSoft certified, with native APIs where a connector does the job.
How we approach integration →Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.