Tailored Salesforce Solution for a Government Investment Platform

Client: Government-Owned Infrastructure Investment Platform

Industry: Financial Services, Infrastructure Investment

Geography: Global

The Challenge: The client’s investor relationship management ran on legacy spreadsheets. Investor data, including sensitive communication and fund details, was maintained manually by multiple teams across separate Excel files, creating disconnected silos and inefficient collaboration. No system tracked investor journey activities, and the team had no real-time visibility into engagement across campaigns and events.

What Was Needed: A centralized Salesforce solution that could hold investor and fund data in one place, automate tracking of the investor journey and communication, and deliver real-time reports and dashboards accessible from any device.

Technology Enablement: Salesforce Professional Edition implementation, Lightning Flows and declarative automation tools, custom dashboards and reports, Einstein Activity Capture, and tailored administrative training.

Business Outcomes: A 360° view of investors, automated tracking of investor journeys and campaigns, real-time reporting and dashboards, and improved productivity across the investor relationship team.

Measurable Impact: Investor data now sits in one cloud repository, journey and campaign activity is tracked automatically, and the team works from real-time dashboards, enabling more personalized investor interaction.

The Challenge

Spreadsheet-Based Investor Management Was Creating Data Silos

The company’s investor relationship teams managed client data manually through legacy spreadsheets. Investor information, including sensitive communication records and fund data, was stored across separate MS Excel files maintained by multiple teams.

This incoherent storage created data silos. Information was left vulnerable, and collaboration between internal teams and associated members was inefficient.

No system existed to track or monitor activities across the investor relationship journey. Email campaigns, events, and other communication touchpoints went unrecorded, as did investors’ fund details and their history with the relationship team.

Visibility was the third gap. Without automated, real-time reports and dashboards, the team had no reliable way to see investor engagement from any location or device.

Why change now: In the absence of a central repository, investor engagement was being managed reactively, and this limited how personally the team could serve each investor.

Business Objective

The client focused on a practical set of objectives:

Move investor and fund data into one centralized, cloud-based repository
Replace labor-intensive, error-prone manual data management with automation
Track key client activities across campaigns, events, and communication
Gain real-time visibility into investor engagement from any device
Improve collaboration between internal teams and associated members

The Solution

Delivering a 360° Investor View Through Salesforce Professional Edition

Achieva set out to give the investor relationship team a real-time, complete view of investor engagement activity through a tailor-made Salesforce Professional Edition solution, guiding the client through every step of deployment.

Achieva’s Salesforce consultants worked with the client to identify the key automations needed to track and monitor investor engagement. Professional Edition caps code-based automation at five Lightning Flows, so only the most critical processes were automated, a constraint shared with the client in the initial phase to keep the project transparent throughout.

Lightning Flows and a range of other declarative tools were then deployed to build highly optimized process automations and bolster team efficiency.

A wide range of intuitive dashboards and reports were developed to help the team manage day-to-day tasks more effectively. The team also received customized training on Einstein Activity Capture and other administrative functionality, so the platform could be utilized to its full potential.

Key Services Provided and What They Enabled

Salesforce Professional Edition setup
Delivered a tailor-made solution scoped carefully around Professional Edition’s platform limitations.
Critical process automation scoping
Identified and prioritized the most important automations within the five-flow cap, with limits shared upfront.
Lightning Flows and declarative tools
Built optimized process automations without custom code, improving day-to-day efficiency for the team.
Custom dashboards and reports
Provided the investor relationship team with real-time insight into fund data and engagement activity.
Einstein Activity Capture
Automated the capture of investor communication and activity across email and calendar touchpoints.
Tailored admin training sessions
Equipped the team to administer and get full value from the platform after go-live.

Business Impact

The automated tracking system gave the investor relationship team a firmer grip on client management.

Reports and dashboards surfaced real-time insight into investors’ funds and investments, allowing the team to make each interaction more personal.

Tracking the full investor journey, communication history, and campaign activity automatically helped the team build hyper-personalized relationships across a large investor base.

Automating key processes lifted team productivity and made investor management more efficient.

The Bottom Line

The client replaced fragmented spreadsheets with a single connected platform built around how its investor relationship team works.

The organization can now:

Maintain investor and fund data in one secure, cloud-based repository
Track investor journeys, campaigns, and communication smoothly
Access real-time engagement insight from any location or device
Collaborate across internal teams without version-control friction
Deliver more personalized engagement to domestic and international investors

Building a 360° View of Investors with a Tailored Salesforce Solution