April 22, 2023
Salesforce Knowledge Transfer After Implementation Guide
Talk to a Salesforce partner about salesforce knowledge transfer after implementation. Get a plan that keeps your team in control of the org, ready to grow.
CUSTOMER STORIES
Real Clients.
Real Salesforce
Results.
See how Omnivo helps organizations turn Salesforce challenges into measurable business outcomesfrom streamlined operations and stronger customer experiences to scalable systems built for growth.
PARTNER
SINCE 2013
4.9
CSAT Score from Salesforce
(Partner Portal)
Financial Services Cloud Experts
Org Audit & Recovery
Senior Consultants Only
Financial Services Cloud Experts
Org Audit & Recovery
Senior Consultants Only
THE NUMBERS BEHIND THE WORK
250% ROI —
That's What Our Clients See.
Metroll achieved 250% ROI and $2M in first-year portal revenue. Unison enabled 10x growth. The City of Chicago achieved a reported 90% efficiency improvement.
250%
ROI
$2M
First-Year Portal Revenue
10×
Growth Enablement
90%
Efficiency Improvement
Results shown are based on individual client engagements and are not a guarantee of future results. Outcomes vary by organization, scope, implementation, and circumstances.
THE PROOF LIBRARY
See What Salesforce
Looks Like
When It Actually Works.
Every organization starts from a different place. Explore customer stories by industry and see the challenges, solutions, and outcomes behind each Salesforce transformation.
Choose an industry below to explore relevant customer success stories.
Read More
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Cerex Advanced Fabrics
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Salesforce Org Audit: What It Includes and Why It Matters
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IEQ Capital
Modernized a legacy Salesforce environment, resolving long-standing platform issues while improving stability, usability, and operational efficiency across teams.
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Alliance Advisors
Replaced disconnected systems with an integrated Salesforce ecosystem, connecting business development, operations, and billing through a unified platform.
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Sun Protection of Florida
Integrated Salesforce with existing business systems, enabling seamless adoption while helping sales teams work efficiently within familiar workflows.
FEATURED CUSTOMER STORY · FINANCIAL SERVICES
From a Growth Bottleneck
to a 10x Opportunity.
Unison is an equity origination company with $5.5B in assets under management and 149 employees. As its business grew, limitations in its existing platform began constraining the performance of key parts of the investment origination process.
01The Challenge
When the System Can't Keep Up With the Business.
Unison's existing Encompass platform was becoming a constraint as the business scaled. Key performance indicators had reached their limits, with opportunities to improve investment origination, application volume, conversion rates, due-diligence time, and time to fund.
02The Solution
Replace the Limitations. Build Around Salesforce.
Rather than continuing to work around the constraints of Encompass, Omnivo replaced key end-to-end functionality with a Salesforce-native solution.
03The Takeaway
Salesforce Didn't Just Replace the Old System. It Became the Engine for Growth.
By replacing critical Encompass functionality with a Salesforce-native solution and connecting the surrounding tools Unison relied on, Omnivo helped create an operational foundation capable of supporting significantly greater origination and application volume.
04The Results
10×
Increase in Application Volume
1% → 10%
Marketing Conversion Rate
2×
Early-Stage → Due Diligence Conversion
20 Days
Reduction in Average Time to Fund
THE PATTERN
Different Businesses.
Similar Salesforce Problems.
The Industries May Change, But The Underlying Challenges Often Look Familiar: Disconnected Systems, Inefficient Processes, Poor Data Visibility, Technical Debt, And Salesforce Environments That No Longer Keep Pace With The Business.
Connect The Pieces.
Bring Salesforce, Operational Systems, Data, And Customer Experiences Into A More Connected Workflow.
Fix What's Holding You Back.
Identify The Underlying Problems Instead Of Layering Another Workaround Onto An Already Complicated Org.
Build For What's Next.
Create A Salesforce Foundation That Can Support Changing Teams, Processes, Customers, And Business Models.
Make Work Flow Better.
Replace Repetitive Manual Processes With Systems Designed Around How Teams Actually Work.
OUR APPROACH
A Proven Process Built Around
Business Growth.
Step 01
Business & Org Audit
We analyze your current Salesforce environment, business processes, customer journey, and bottlenecks.
Step 02
Strategy & Roadmap
We prioritize initiatives based on business impact and create a clear implementation roadmap.
Step 03
Build & Launch
Our consultants design, configure, automate, and integrate Salesforce with your existing business operations.
Step 04
Optimize & Scale
After launch, we continuously improve adoption, workflows and automation as your business evolves.
Salesforce Partner
80+ Certifications
Business-First Consulting
AI & Automation Experts
Results-Based Delivery
Salesforce Partner
80+ Certifications
Business-First Consulting
AI & Automation Experts
Results-Based Delivery
Salesforce Partner
80+ Certifications
Business-First Consulting
AI & Automation Experts
Results-Based Delivery
YOUR TURN
Your Salesforce Story
Could Be Next.
If Salesforce isn't delivering what your business needs—or you're not sure what the next move should be—let's look at the problem together.