Case Study
Improvement in Page Load Time
Increase in User Licenses
Increase in User Productivity
Two prominent companies—a leading real estate firm managing residential and commercial properties and a healthcare provider specializing in patient care and health tech solutions—relied heavily on Salesforce Classic for their operations.
The real estate company needed streamlined property listings, flexible customer relationship management, and mobile-friendly tools for agents.
Meanwhile, the healthcare provider sought better access to patient data and more efficient workflows for consultations.
Both firms decided to migrate to Salesforce Lightning to improve mobile compatibility, performance, and usability, ensuring that real estate agents could manage properties on the go and healthcare consultants could seamlessly access patient data remotely, enhancing efficiency across both sectors.
While Salesforce Classic had reduced manual processes, it lacked mobile functionality and responsive features. In real estate, agents could not efficiently manage property listings or customer data in the field, leading to missed opportunities and delayed follow-ups. Similarly, the healthcare division faced difficulties accessing patient information remotely and struggled with low user adoption due to limited system accessibility. Migrating from Salesforce Classic to Lightning posed multiple challenges, including:
Customizing workflows for both real estate and healthcare without disrupting existing processes.
Ensuring seamless access to mobile features for agents and consultants across both industries.
Maintaining data accuracy throughout the migration to prevent errors in property management and patient data handling.
Managing customer expectations by minimizing downtime during the migration process.
Minuscule Technologies designed a comprehensive migration strategy using Salesforce Lightning Web Components (LWC), Aura components, and Apex Classes, ensuring the migration was seamless for both business units. The strategy involved:
Mobile-First Configuration: Custom applications were developed to support mobile operations, allowing real estate agents to access property listings and healthcare consultants to access patient data remotely.
Performance Optimization: Salesforce's Experience Page Time (EPT) metric was utilized to monitor and enhance page load speeds, ensuring a smooth user experience.
Gradual User Migration: A staged migration process was implemented to minimize disruption for both industries, ensuring that agents and healthcare professionals could continue their work seamlessly during the transition.
Integration with Tableau for Data Visualization: Salesforce Lightning was integrated with Tableau to provide better insights into sales, patient outcomes, and property management.
Experience Salesforce Like Never Before. Let's Redefine Success Together.
Whether you are just starting with Salesforce or looking to improve your current setup, Minuscule Technologies can help. Our team of experienced Salesforce consultants will work with you to assess your needs and recommend the best solution for your business.
Leveraged Salesforce Lightning Web Components (LWC) to build mobile-friendly applications that allowed agents and healthcare providers to access data on the go.
Monitored EPT performance metrics to enhance system speed, reducing load times for both industries.
Activated out-of-the-box features like Flow automation to streamline both property and patient data workflows.
Integrated Tableau dashboards to provide actionable insights for sales performance, patient outcomes, and real estate transactions.
Page load times improved by 71%, decreasing from 14.7 seconds to 4.3 seconds, resulting in smoother operations.
User licenses increased by 166%, growing from 600 to 1,600 users. Both real estate agents and healthcare professionals embraced the new mobile-friendly platform.
The integration with Tableau enabled real-time data visualization, allowing better decision-making in sales, patient care, and property management.
The new system saved time and money by eliminating the need to develop separate mobile applications, reducing operational costs. User productivity increased by 25%, as the intuitive system allowed users to manage leads, properties, and patient interactions more efficiently has context menu
