Wolfsdorf Rosenthal LLP
I Wolfsdorf Rosenthal LLP – Launch Story
Wolfsdorf Rosenthal LLP is a full service, top-rated immigration law firm providing exceptional immigration and visa services.
The company had two non-integrated solutions, PCLaw and Salesforce Service Cloud to manage their business. This caused many issues.
Visibility of end-to-end customer data was manual and inefficient
Data transfer between systems was time consuming and error-prone
Master data management was challenging between systems
Poor Salesforce Service Cloud design and implementation via another consulting firm
Implemented FinancialForce Accounting to replace PCLaw
Streamlined the billing and fee management processes with FinancialForce Accounting
Configured a Fee Object in Service Cloud to capture all planned immigration fees related to a Case
Santa Monica, CA
Product and Account Master data management is simplified
More efficient and accurate customer case and billing information seamlessly provided in a single view and reports.
All applications are on the Salesforce Platform providing seamless integration with a 306 degree view of their customer and case information.
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