Industry
Financial Services
Customer
An international financial services company that helps businesses control and optimize their spending through corporate payment solutions and expense cards.
Our client decided to expand into the UK market with a brand new line of business — a corporate card product aimed at large enterprises. This was not an extension of their existing offering. It was a separate product with its own sales process, its own team, and its own customer base. That meant their current Salesforce setup, built around a different product entirely, could not support it.
Our client needed a full Salesforce configuration built specifically for the new business line: a dedicated pipeline, automated lead routing, role-based access controls, and a support channel. Everything had to be set up and ready for launch day.
We delivered a complete, standalone Salesforce environment for the customer’s team. We used native Salesforce features throughout. This kept the build clean and easy to maintain. Here is what we delivered:
- A new sales process from the ground up. We designed a full Lead-to-Opportunity pipeline built around the corporate card product. We also created a dedicated Record Type to keep this business line separate from all other data in the org.
- Automatic lead assignment. We set up User Groups for the corporate card sales team. New leads and opportunities now route to the right representatives automatically. No manual sorting needed.
- Clear access controls. We created new Profiles and Permission Sets. Each role can only see the records and fields relevant to their work. This also supports the client’s data governance requirements.
- Role-appropriate page layouts. We configured Dynamic Page Layouts for each user type. Sales reps see the fields they need to progress a deal. Managers see pipeline and performance data. Each person gets the right information without clutter.
- A live support channel. We integrated Email-to-Case. Inbound client emails now convert into Salesforce Cases automatically and route to the right queue. An auto-response sends an acknowledgement to the client straight away.
The new Salesforce environment was ready on launch day. The UK corporate card team had everything in place from the start:
- The sales team had a purpose-built pipeline from day one. Every lead moves through a clear, structured process.
- Lead routing is fully automatic. The right rep receives every new prospect without any manual work.
- Data access is properly separated. Each role sees only what it needs to, meeting both internal policy and regulatory expectations.
- Page layouts reduce noise. Users see relevant fields only, which speeds up adoption and day-to-day work.
- The support channel is live. Client emails become tracked Cases, and clients receive an instant acknowledgement.
- The entire build uses native Salesforce functionality. Custom code was kept to a minimum, making the solution easy to maintain. The client’s internal team can manage and extend it without outside help.
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