Case Study: Raymond James improves client service and reporting with Aptaria's Salesforce implementation

Raymond James streamlines Salesforce for 3,000 records with Aptaria

Raymond James, specifically its Lee, Sipe, and Associates financial services practice, faced challenges with its Salesforce system. Its use of "person accounts" created a one-dimensional data structure that lacked clear client relationships, caused redundant data entry, and made reporting cumbersome. This inefficiency impacted the firm's ability to track client interactions and serve its client base of government employees effectively. They engaged vendor Aptaria, Inc to optimize their Salesforce implementation.

Aptaria restructured the Salesforce system by migrating and cleaning data, then implementing a more flexible structure using objects like households and custom fields. This solution saved time on data entry, provided a more user-friendly interface, and enabled efficient tracking of client relationships and onboarding. The results included logically organized data, less human error, and, most importantly, the new ability to capture and report on all client interactions to support better service and relationship growth.

Raymond James