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Salesforce may have started as a Customer Relationship Management (CRM) tool but it has evolved into a fully extensible, cloud-based application development platform that is scalable, secure, and high-performance. Not only that, it offers workflow automation, AI-based analytics, and integrations with your existing product suite. But to truly get the most value from it, you need a trusted partner that understands the full product offering. Not just how to configure them, but when and how to write Lightning code to extend, integrate and maximize the value of your investment.
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SUCCESS STORY | IPD Analytics

Leveraging The Power Of Lightning

Salesforce has tons of capability but good design, process, and leveraging its upgrade cycle unlocks its true potential.

Over the years, IPD Analytics grew 10X and was still accelerating. The needs of its Sales team had outgrown out of the box features and some of its internal efforts to customize Sales Cloud. Informulate was brought in as a Salesforce certified partner initially to build some custom functionality, but soon the relationship grew to broader conversations that resulted in an ambitious multi-year roadmap.

“The Informulate team is reliable, agile, and responds quickly to our needs. I recommend them highly as a stable, long-term software development partner”.

Director of Technology
IPD Analytics

The Problem

In-house customizations made in APEX were getting too complex, some integrations were getting heavy and technical debt was accumulating which slowed down progress towards the roadmap and automation.

The Solution

The Informulate team came in and delivered a few immediate needs, then proposed an architecture overhaul that reduced technical debt while taking advantage of modern features such as Lightning and Flow.

The Result

Coupled with Agile process improvements, the IPD Analytics Sales team is now in a consistent delivery cadence with a roadmap that will see high productivity gains, reduced data entry, and simplified reporting. In addition, the use of low-code features of Flow minimizes the size of the codebase and prevents new technical debt from accumulating.

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