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New York City Office of Comptroller: A Case Study

New York City Office of Comptroller

Problem: Current CRM had limited capabilities and was not meeting their needs. Were not able to add new functionality they needed.

Challenge: Key resource that maintained the current CRM was leaving in 2 weeks and needed to have a system in place prior to departure. Security was controlled by the record owner’s assigned Borough.

Solution: Provided Accounts, Contacts, Cases, and Campaign management solution in Salesforce.com. Created triggers to update record for owner’s assigned Borough and sharing rules to allow end users read and edit permission.

Benefits/Results: Able to create a system within 2 weeks that expanded their capabilities and add the functionality they were lacking. Provided a system that was flexible and scalable enough for their future growth.


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