Success with SOLVD | Logan Growth Advisors

SOLVD BLOG

Success with solvd | Logan Growth Advisors

SOLVD Client
Success Stories

As innovators in the industry, we impart intelligent solutions, insightful knowledge, and unsurpassed guidance. We’ve honed a collection of highly skilled professionals and cutting-edge tools to tackle complex problems and deliver. We only hire people we like to work with and we’re confident you’ll like them too. We promise direct communication and collaboration in a friendly environment built on approachability and support.

Working with our clients is our favorite thing we do at SOLVD, that and our holiday dinner at Valters 😊

INDUSTRY:Financial Services

PRODUCTS:Sales Cloud,Customer 360 Platform

SERVICES:Product Implementation

Logan Growth Advisors help founders obtain capital to accelerate growth by raising debt or equity. They also work with investors to conduct financial due diligence on founder-owned businesses.

WHAT THEY NEEDED?

Logan Growth Advisors quickly outgrew the systems they use for keeping track of their business and needed a system that could scale with them as they continue to grow. They have a unique business process and thus needed a system that was flexible enough to support their processes and able to keep track of the complex relationships they build facilitating the buying and selling of businesses. They also needed input on how to streamline their workflow in order to operate more efficiently.

HOW WE SOLVD IT

Through analysis and design, SOLVD discovered significant pain points in their current process and designed a solution that streamlined their workflow via process automation, SOPs and reporting. SOLVD’s team developed custom objects and and relationships amongst objects to keep track of the customer’s journey as well as complex relationships between various entities throughout the process.

WHAT THEY SAID

“Jonathan at SOLVD did an excellent job of learning our business process and tailoring an effective Salesforce solution to meet our needs. He provided results in a timely manner and was very responsive to each of our questions and needs.” – JD, Thorne Research Team Manager