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

posted on January 18th, 2019 by Andrew Lawlor in Uncategorized with 0 Comments

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 […]

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