Transforming M&A Deal Management with Salesforce | Miles Advisory's Success Story

In this video testimonial, discover how Miles Advisory Pty Ltd., a leading mid-market corporate advisory practice in Australia, revolutionized their M&A deal management and tracking with the help of TechForce Services and Salesforce. Learn about the challenges they faced, the innovative solutions implemented, and the impressive results achieved.

About Miles Advisory Pty Ltd.: Founded in 2002, Miles Advisory Partners (Miles) provides expert advice and guidance on business divestments, mergers, and acquisitions. They needed a more efficient way to manage and share knowledge, streamline their mandate lifecycle, and improve operational efficiency.

Challenges:

Collating and sharing knowledge effectively. Designing innovative user interfaces for data management. Managing a change process across the organization. Customizing solutions to fit specific needs. Standardizing deal management processes. Solutions Implemented: Developing a simple, easy-to-follow data model with multiple lookup relationships. Implementing a comprehensive project management tool as a Salesforce plugin. Customizing reporting to summarize the financial pipeline and drive team adoption. Creating intuitive and intelligent user interfaces. Transitioning from an AppExchange product to a custom object and flow automations. Results: Streamlined mandate lifecycle. Centralized data repository for efficient decision-making. Improved user adoption and administrative efficiency. Enhanced prospecting and productivity with the aid of resourcing models. Contact TechForce Services: Transform your business with Salesforce and achieve operational excellence. Visit TechForce Services to learn more about our comprehensive solutions.