Case Study: a national manufacturer achieves higher CRM adoption with AIM Consulting's Salesforce Lightning migration

National Manufacturing Organization boosts sales cycle efficiency and adoption with AIM Consulting

AIM Consulting Group provided expertise to a national manufacturing organization migrating its CRM from Salesforce Classic to Salesforce Lightning. The customer lacked documentation for its legacy code and processes, losing critical business knowledge during team transitions. Its codebase also required significant refactoring to support the modernization to a more user-centric, mobile-first platform.

The solution involved AIM Consulting performing a technical audit and delivery assessment to create a strategic roadmap. The team focused on documenting the current state, redeveloping pages for Lightning, and establishing agile processes. With AIM Consulting spearheading the migration, the business increased efficiencies in its sales cycle and back-office processes, achieving higher tool adoption due to a better user experience and reduced data input time.