Case Study: ForwardLine achieves scalable customer visibility with Cloud Sherpas and Salesforce

Forward Line Migrates to Salesforce.com to Meet Business Growth

ForwardLine, a licensed lender and finance company serving small businesses, needed better customer support and greater visibility into internal activities. Its highly customized ACT! CRM was limiting support tracking, difficult to update, and no longer keeping pace with the company’s growth needs, so ForwardLine turned to Cloud Sherpas and Salesforce to modernize its customer management.

With Cloud Sherpas, ForwardLine implemented Salesforce Sales Cloud and Service Cloud, migrating six years of customized client data and more than 500 custom fields from ACT! into a single system in just six weeks. The result was strong user adoption, complete executive visibility into customer interactions, and a scalable platform to support future growth.

Forward Line

Thomas Bonneau

Marketing Director