Salesforce customization for a US based Divorce Consultancy
About Client
Vesta Divorce, a holistic divorce consultancy service identifies itself with the tagline, ‘A New Vision for Divorce’. They are known for providing a better way for people to navigate the divorce process through consolidated access to expert advice, professional counseling (emotional, legal, financial), and a community of support. Their localized hubs in Massachusetts, Rhode Island, Arizona, and Southern California offer no-cost events (wherein attendees are familiarised with a better way to transition to their divorced marital status), concierge services, and vetted professionals from the range of services needed during divorce, including legal, financial, real estate, wellness, and mortgage specialists.
Challenges
Vesta Divorce sought ADVANZ101’s assistance for a centralized system through Salesforce CRM with due customization. Some of the key requirements and challenges that were overcome:
- Automatic email notification with a dynamic attachment functionality
- Data Migration from Constant Contact (email marketing software) to Salesforce
- Eventbrite (an event management and ticketing website) integration with Salesforce
- Twilio for Salesforce (a managed package of programmable communications for a Salesforce environment) installation and configuration
