Consumer Portfolio Services (CPS), a leader in specialty automobile financing, partnered with Klimvia to help revive their Salesforce.com implementation. As a result, a Klimvia Virtual Project Lead led the project to successful completion delivering a system that improved sales rep productivity.
Challenge
CPS wanted to complete their two yearlong Salesforce Sales Cloud implementation without changing vendors again and avoid abandoning the project altogether.
Solution
Klimvia provided an expert Salesforce Project Lead to provide project oversight and help the implementation partner and internal team members complete the project. Experienced Klimvia Salesforce leadership helped the CPS team identify and overcome the obstacles preventing implementation success – enabling them to regain momentum and deliver the project.
Results
Klimvia successfully helped CPS overcome their implementation obstacles and avoid a significant loss on their Salesforce.com investment. As part of their Klimvia engagement, CPS also:
- Improved intra-company support of the Salesforce initiative
- Developed their ability to handle common Salesforce issues
- Attain confidence in their ability to manage and execute their Salesforce.com program
The missing ingredient
We have owned Salesforce for three years and have worked with two other partners unsuccessfully. Partnering with Klimvia was the missing ingredient that helped get us on the right path to Salesforce success!
Mike Lavin … Chief Operating Officer