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New Salesforce Case Study for Finance: Lee, Sipe, and Associates

posted on January 18th, 2019by Andrew Lawlor

We recently published a Salesforce case study about our work for Lee, Sipe, and Associates (LSA). This firm of financial advisors, a branch of Raymond James, specializes in serving career government employees.

  • Challenge: The structure of LSA’s old Salesforce system required duplicate data entry and made it difficult to organize client information.
  • Action: Our team restructured and customized Sales Cloud to capture relationships between data. We also trained the firm’s employees to use the new system.
  • Result: LSA’s new Salesforce system saves time, reduces human error, and improves reporting on client interactions.

Managing Partner Dan Sipe praised Aptaria’s clear, collaborative approach: “As a non ‘digital native’ it was refreshing to work with a tech organization that did not talk down to us.”

Administrative Associate Linda Hope agrees: “They’re easy to work with and insightful. You can tell they’re very experienced. You present them with a problem or an issue, and they come up with great ideas.”

Read the full case study.

Is your company or organization facing similar challenges? Want to get more out of Salesforce and achieve your business goals? We can help. Contact us today.

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Andrew Lawlor is a leading authority and published author on cloud computing and CRM technology. He specializes in helping companies and government agencies fully integrate Salesforce and other cloud-based applications with enterprise software. Since founding Aptaria in 2002, Andrew has led integration and implementation projects for major clients including Citibank, Danone, Colliers International, American Red Cross, and ExxonMobil. Prior to Aptaria, he held IT management positions at Verizon and webMethods. Andrew holds an Electrical Engineering degree with honors from the University of Maryland at College Park and he studied computer science and electrical engineering at Columbia University's Graduate School. He is a Salesforce.com Certified Developer. Andrew lives in McLean, Virginia with his wife, daughter, and son. When not working he enjoys playing and watching basketball and playing poker.