Case Study: Legal & General America streamlines Salesforce sales and security with Silverline

Legal & General America builds a faster, more secure Salesforce org in less than a year with Silverline

Legal & General America faced challenges in scaling their Salesforce implementation to support complex automations and security needs for their growing B2B and D2C sales teams. Their small internal team struggled with DevOps processes and required a trusted partner to help optimize their platform. They selected Silverline to act as an extension of their in-house team and to help them leverage Salesforce Shield for enhanced data security.

Silverline merged Legal & General America's two Salesforce environments into a single org, providing a unified view of marketing and sales activities. They redesigned the lead distribution process for greater efficiency and implemented Salesforce Shield encryption, following a security risk assessment with RevCult. This resulted in a more streamlined sales funnel, improved data security compliance, and a stronger foundation for delivering personalized customer experiences. The client reported significant progress in less than a year and praised Silverline for changing how they view their Salesforce investment.

Legal & General America