Salesforce Case Study: Raymond James Financial Integration

January 18, 2019 | 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.”

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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