Case Study: Mosaic Research Management streamlines expert scheduling and compliance with Softsquare's Salesforce solution

Mosaic Research Management streamlines expert management for 5 years with Softsquare

The customer, Mosaic Research Management, a New York City-based provider of technology and recruiting services for fund managers, faced challenges with its manual, email-driven process for managing expert consultations. This process led to missed details, difficult compliance tracking, and an inability to generate necessary reports. Softsquare was engaged to overcome these operational inefficiencies.

Softsquare developed a custom Salesforce application for Mosaic RM that automated the parsing of expert network emails to create records and manage the status of research calls. The solution provided dashboards for approvals and feedback, sent automated reminders, and delivered robust reporting capabilities. As a result of this integrated application and ongoing support from Softsquare over five years, Mosaic RM has been effectively managing customer needs and implementing customizations without impacting other clients.

Mosaic Research Management