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Implementation of new due diligence using flows and APEX;
Improve signature processes;
New support process for the Investment Team;
Integrations to improve the crowdfunding integration process (third-party application between the web platform and Salesforce);
Correct and evolve the Org already existed,
using best practices;
Duplicate management of Leads and Contacts;
Optimize functional processes of fundraising or crowdfunding;
Maintaining and improving the Marketing process.
+300
Internal Users
+5
Apps Supported
ERP
Integration
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