Curtis Banks

Curtis Banks purchased the Pension’s department of the Alliance Trust PLC, and needed to migrate data between the two organisations.

After a failure with implementing another CRM system, Curtis Banks needed their own Salesforce solution.

Westbrook migrated all existing standard objects, custom objects, workflows, validation rules, coded Apex classes and dashboards; all while improving efficiencies in their customer service protocols.

Go top

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.