Transforming Multilingual User Experience: Enhancing Salesforce CRM for Optimal Customer EngagementInvestment Management

The client is a global Investment management services provider leveraging their proprietary investment platform to create effective and customized investment strategies for private clients, foundations, endowments, pensions and family offices around the world.

They employ a value-oriented investment strategy grounded in comprehensive bottom-up analysis. Through meticulous fundamental research, they identify robust, underappreciated companies poised to deliver substantial, enduring returns in the long run. They wanted to streamline integration with disparate systems and enhance usability and overall user experience.


  • System Integration Complexity The client utilized Salesforce CRM extensively across their business operations, which introduced complexities in integrating different systems and ensuring seamless data flow between them.
  • User Experience Issues with Multilingual Portal The utilization of the Client Community Portal and Internal System for tracking private clients and households proved effective, but users encountered usability challenges, particularly with the portal’s multilingual support. Language-specific interfaces and navigation posed difficulties for users, impacting their overall experience and productivity.
  • Streamlining Multilingual User Interface Addressing the multilingual user interface challenges required enhancements to the portal’s design and functionality. Improvements in language selection mechanisms, content localization, and navigation flow were necessary to enhance user satisfaction and ensure smooth interaction for users across diverse language preferences.


  • Responsive Dashboard Development To address the need for visually appealing dashboards capable of handling large datasets, the team created responsive designs. These designs ensured optimal visualization of data across various devices, including mobile phones, tablets, and desktop computers, enhancing accessibility and user experience.
  • Seamless Integration with CMS Integration with the CMS connect facilitated the incorporation of data from the client’s multilingual WordPress site into the Salesforce platform. This integration enabled streamlined access to diverse content sources, enhancing data coherence and accessibility for users within the Salesforce environment.
  • Enhanced Security and Multilingual Support The implementation of Two-Factor Authentication (2FA) through login Flow bolstered security measures, ensuring robust protection of user accounts and sensitive data. Additionally, the integration of multi-lingual support for registration processes catered to diverse user demographics, fostering inclusivity and user engagement across different language preferences.


  • Improved Customer Service Achieved a 30% increase in customer service satisfaction scores through enhanced response times and personalized support interactions.
  • Valuable Insights through Reporting Leveraged intuitive reporting tools to provide actionable insights, resulting in a 25% increase in customer retention rates through targeted marketing strategies.
  • Community Landing Page Optimization Increased user engagement by 40% through the optimization of the community landing page, ensuring users easily access relevant information and resources.
  • Enhanced User Experiences Achieved a 20% improvement in user satisfaction scores by delivering seamless and intuitive user experiences across platforms, leading to increased user loyalty and advocacy.
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