Radial’s order management, payment, fulfillment and customer care solutions are constantly evolving in order to delight customers and provide a competitive advantage. Radial transitioned its 100+ sales and customer service reps from the Salesforce Classic Interface to the Lightning UI to provide reps on the go with a better mobile-first experience and access to new and innovative selling features.
We synthesized a complex readiness assessment while educating them on the new features. Together we created a vision for an improved CRM. We executed configuration updates, coordinated communication to the users and worked with Radial to train all Salesforce users. This harmonized, disciplined approach led to a smooth transition.