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Unboxx helps businesses streamline operations, automate workflows, and scale smarter with AI-driven CRM solutions and custom digital systems built for growth.
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Keep Your Salesforce CRM Running Smoothly with Dedicated Administration
From growing CRM complexity to streamlined Salesforce operations every day.
Products Used
A growing fintech company brought in dedicated Salesforce administration to keep Sales Cloud and Service Cloud organized, responsive, and reliable as more teams came to depend on the CRM every day.
About the Client
A growing fintech company used Salesforce Sales Cloud and Service Cloud to manage investor relationships, client services, and daily business operations. As the company expanded, more teams depended on Salesforce to support critical workflows.
Routine configuration requests, data management, and user administration increased, making it harder to keep the CRM organized and responsive.
The company needed dedicated Salesforce administration to improve system performance, maintain data quality, and support business teams more efficiently.
It also wanted a scalable support model that allowed architects to focus on strategic development instead of routine administration.
Customer Feedback
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"Having a dedicated Salesforce Administrator completely changed how we manage our CRM. Requests are resolved quickly, our data is cleaner, and our internal teams can rely on Salesforce every day without unnecessary delays."
Head of Business Operations
Dedicated Salesforce Administration Improves Daily CRM Operations
The Unboxx team integrated a Salesforce Administrator into the daily functions of the company, to ensure continuous support for Sales Cloud and Service Cloud.
Existing Slack channels were used to handle routine configuration requests, user permissions, workflows, validation rules and case routing, to ease collaboration.
Duplicate records were removed, account structures were standardized, and CRM configurations were optimized to improve data accuracy and operational consistency.
More complicated development needs were documented and presented to the Salesforce architect team, which led to fewer delays in delivery.
The solution provided a robust Salesforce environment, enhanced the reliability of the system, boosted productivity, and ensured that the business could continue its growth.
The Difference
With the focus on daily operation and not on reactive maintenance, Salesforce became more manageable.
Business teams were supported more quickly, and CRM data was accurate, organised and consistent between business teams.
Architects were now more focused on providing strategic improvements rather than routine configuration tasks.
The outcome was a healthier Salesforce environment, which boosted efficiency, fostered user confidence, and paves the way for long-term growth.
Results
80%
Faster Resolution of User Requests
97%
Reduction in Duplicate CRM Records
65%
Improvement in CRM Data Quality
60+
Redundant Fields and Workflows Removed
73%
Improvement in Administrative Efficiency
89%
Increase in Internal User Satisfaction
Key Takeaways
The organization strengthened Salesforce administration by introducing structured governance, faster request management, and cleaner CRM processes that better supported teams across the business.
Standardized configurations, improved data quality, and streamlined administration reduced duplicate records, removed unnecessary complexity, and increased user confidence in the Salesforce platform.
The result was a well-governed Salesforce environment that improved operational efficiency, accelerated business support, and provided a stronger foundation for continuous CRM improvement.
