Inefficient Salesforce workflows created silos, increased escalations, and reduced customer satisfaction, slowing the business down and hurting the customer experience.
Cross-functional process alignment across support and operations
End-to-end workflow redesign and automation
Persona-based, gamified training to drive adoption
SME-led process diagnostics and improvement
Workflow time down 32%
Escalations down 38%
Customer NPS up 9 points
100% adoption
Customer satisfaction 8.5 / 10
Trained SMEs to run structured process analyses and identify inefficiencies, partnered with Accenture to redesign workflows, eliminated friction points and manual effort, and applied design thinking to build engaging, role-based training.
Workflow efficiency improved while adoption stayed high and sustained, not a short-term spike.