Case Study

Company Overview

Wolfsdorf Rosenthal LLP is a full service, top-rated immigration law firm providing exceptional immigration and visa services.

Challenge

• 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

Solution

• 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

Results

• 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.