Case Study: Reynders McVeigh halves account opening time with Accelerize 360 and Salesforce Lightning

Reynders McVeigh halves account opening time with Accelerize 360

The investment management firm Reynders McVeigh sought to maximize its Salesforce investment by transitioning to the Lightning platform. They partnered with Accelerize 360 to not only enable this switch but also to build new sales processes, automate manual tasks, and gain better oversight of team activities.

Accelerize 360 implemented Salesforce Lightning and created customized automations for the client. This solution dramatically reduced the time to open new accounts, cutting the process from 2-3 days down to just 1 day. It also provided total team visibility and eliminated manual data entry. Reynders McVeigh highly recommends Accelerize 360 for its impactful work.

Reynders McVeigh