Case Study: Nashton achieves real-time portfolio visibility with Everpeak Partners Salesforce dashboards

Nashton saves 15 hours a week with Everpeak Partners

The private equity firm Nashton faced a challenge with its reliance on stale spreadsheet reporting, which was slow, error-prone, and prevented a real-time view of its portfolio. This created a competitive disadvantage for a firm whose edge was speed. Everpeak Partners was engaged to solve this reporting problem.

Everpeak implemented a solution natively within Salesforce, utilizing Sales Cloud dashboards and custom Apex code to create real-time reporting. This centralized 100% of reporting, eliminated manual exports, and saved the firm 10-15 hours per week. The project was completed in just 30 days, providing leadership with a 360-degree real-time view and enabling faster, data-driven decisions.

Nashton