Case Study: a global financial services company saves advisors hours with Sombra’s Salesforce modernization

Global Financial Services Company cuts manual review from 300+ records to 10 with Sombra

The global financial services company faced significant inefficiencies with its Salesforce CRM, where scattered financial data and manual processes wasted advisors' time and created errors. To address this and the upcoming deprecation of Process Builder, the company engaged Sombra for a Salesforce migration and optimization project.

Sombra migrated automations to Salesforce Flows and implemented batch processing to reduce system overload. They built a unified advisor dashboard consolidating key information and automated integrations, including Concur expense ingestion and merchandise orders. This solution saved advisors hours of manual work each week, reduced a 300-record review process to just 10 exceptions, and cut system administrators' manual work by a factor of five, significantly improving performance and future-proofing the platform.

Global Financial Services Company