Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

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Unifying Data and Fortifying Security: A Custom Salesforce Implementation Success Story in the Trading Industry

Overview

One of our esteemed clients specializes in diversified trading and investment strategies across a wide range of markets. With over 60 individual trading businesses operating independently and managing their own P&L, this client focuses on fostering a culture of innovation and collaboration. However, they faced challenges in managing their intermediary and counterparty relationships due to siloed data and the absence of a unified system. To overcome these obstacles and maintain robust security, compliance, legal, and data governance standards, the client engaged Vantage Point as their trusted Salesforce implementation partner after evaluating several other system integrators who couldn't meet their technical requirements.

Challenges

The client experienced various challenges before implementing Salesforce, including:

  • No single source of truth for managing intermediaries and contacts across trading businesses
  • Siloed data resulting from each business operating independently
  • A need for stringent security, compliance, legal, and data governance standards to safeguard their proprietary information and maintain the integrity of their relationships

Solution

The client partnered with Vantage Point to implement a comprehensive Salesforce solution tailored to their unique needs. The implementation included:

  1. Configuring Single Sign-On (SSO) to Salesforce using Microsoft AD Federated Services as the Identity Provider with Identity Connect
  2. Setting up two-factor authentication to enhance security
  3. Driving Salesforce security through Active Directory group membership, enabling role, profile, and permission set management within Salesforce
  4. Configuring email connectivity to a hybrid on-premise and online Microsoft Exchange server using RivaCloud as a solution
  5. Setting up and configuring Salesforce Shield, including platform encryption, Real-Time Event Monitoring, and Field Audit Trail

Outcomes

The tailored and scalable Salesforce solution resulted in several critical outcomes for the client:

  1. A unified engagement layer, providing teams across the business with a single source of truth for managing relationships and activities
  2. Robust relationship and activity tracking, empowering teams to make data-driven decisions
  3. Streamlined and automated user provisioning and security model adherence across business applications
  4. A strong foundation for future growth, with ongoing collaboration between the client, Vantage Point, and Salesforce for iterative enhancements

Technologies

The technology stack for this implementation included the following:

  • Salesforce Sales Cloud
  • Salesforce Marketing Cloud Account Engagement (Pardot)
  • Salesforce Shield
  • Identity Connect
  • RivaCloud AppExchange solution
  • Slack
  • Centro Slack and Salesforce AppExchange solution

This success story highlights the transformative power of a tailored Salesforce solution and the expertise of Vantage Point in helping clients overcome complex challenges and achieve their business objectives.

Vantage Point Consulting Contact Information

David Cockrum, Founder/CEO  
david@vantagepoint.io
469-499-3400
www.vantagepoint.io