Salesforce Migration for Financial Services Firm
- IT Staff Augmentation
- $50,000 to $199,999
- Mar. - Sep. 2017
"Tkxel always went above and beyond to make sure our client was happy at all times."
- Financial services
- North Carolina, United States
- 51-200 Employees
- Online Review
- Verified
Tkxel coordinated a database migration from a legacy system to Salesforce for a third party in the financial services industry. They implemented Salesforce with QuickBooks, MailChimp and DocuSign integrations.
The database transfer has eliminated the need of other business applications, the result of Tkxel’s customization abilities. Their team prioritized customer happiness and smart business solutions. They adhered well to project timelines and maintained an understanding of all objectives.