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Customer Story

Re-optimization of their Salesforce platform among all business divisions

Company Profile

Serotte Law specializes in helping corporations, professionals, investors and entrepreneurs secure the proper visa for their specific and unique immigration situations. They also offer family-based immigration services.

Their corporate clients include major technology companies, energy producers, financial institutions, retail service providers and international manufacturers. Working with HR managers, they help streamline the employee immigration process to secure H-1B, L-1 or TN-1 (NAFTA) work permits or Permanent Resident status. They can handle high volume cases for large, multinational companies and offer highly competitive fees.

The Challenge

An existing user of Salesforce.com’s Sales Cloud, Serotte Law was struggling with using their platform effectively due to a non-user friendly set up, along with lack of training on the platform. Serotte Law wanted to not only achieve higher sales, but to also leverage their data more effectively down the line.

The Solution

Serotte Law partnered with App Solve to do a re- optimization of their Salesforce platform among all business divisions. To make sure that the re-optimization solution is leveraged properly by all Serotte Law employees – lifetime support and training was offered by App Solve, in order to show Serotte best practices on how their business can use Salesforce.

The Results

Serotte Law immediately saw results from App Solve’s re-optimization solution. Customer service levels drastically improved, due to more accurate and detailed information fields. More importantly, Serotte Law accomplished its goal of having one fully integrated system that can effectively communicate with all parties using it. Serotte Law is now ready to use their business automation platform with more confidence to achieve higher sales growth and increase customer satisfaction

Solutions Utilized:

Sales Cloud

Over time, your business changes, and App Solve enables you to continue your hockey stick growth by consulting on your current Salesforce.com system and potentially ‘Re-Optimizing’ your Salesforce platform.