GuardCap Asset Management Limited is a specialist investment company based in London, United Kingdom. They are focused solely on managing concentrated, bottom-up, strategies constructed on an “index-agnostic” basis for institutional investors.
Salesforce Lightning
GuardCap engaged Cloud Galacticos as their chosen Salesforce partner. The core focus was to help them deliver a Salesforce Classic to Salesforce Lightning migration. We also updated the Account and Contact objects and a mass data load.
Cloud Galacticos carried out the Salesforce Classic to Salesforce Lightning upgrade. We optimised Lightning record pages for key objects, refreshed the object specific and global actions and established a home page to display key information. Also we implemented My Domain to improve security, provide a consistent URL and a branded login page to give users reassurance that they were in the correct place.
Account and Contact Object
The final project deliverable was to evaluate and update the Account and Contact object. Obsolete fields were removed and value added fields were created. After a page layout reorganisation a mass data load was carried out to ensure the commercial team had the latest information to effectively manage their customers.
Salesforce Lightning Training
We delivered virtual training to the full team. It helped guide them towards the business value of Salesforce Lightning. It also focused on practical tools that they could utilise right away to maximise productivity, personalise their experience and take advantage of the upgrade. These included list views, actions, tasks, events and calendar, reports, dashboards and Lightning Record Pages.
Lightning UI
Salesforce introduced the new Lightning UI several years back. After a number of iterations it is now widely used and supports the majority of Classic functions as well as many new features (UI and background functionality). GuardCap can now take advantage of all the new features and the plush UI, safe in the knowledge that anything new that is released by Salesforce will be compatible with GuardCap.
In addition to this they have a secure custom domain and easy access to a suite of productivity features that will save them time and improve efficiency. Salesforce Lightning is a robust UI that will scale and grow with GuardCap’s system requirements and it’s good to see them make this transition.
Pardot
As well as the Lightening migration, we suggested the use of Salesforce Pardot to improve their email marketing. Cloud Galacticos assisted in its implementation and configuration. One of the main issues was prospectors were getting unsubscribed automatically from their email database. The adoption of Pardot helped resolve this issue.
GuardCap Feedback
“Cloud Galacticos were a joy to work with and delivered on all aspects of the project. We migrated smoothly from Salesforce ‘Classic’ to ‘Lightning’ edition and implemented Pardot as a distribution tool without problem. Everybody at Cloud Galacticos was extremely helpful and professional and we appreciate the swift support we receive by the company.”
Alexandra Schwarz, Marketing Manager, GuardCap
