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4-Week Salesforce Implementation for Our Investment Partners

Client Overview

Client Name: Financial Institution

Industry: Finance — Investment Management

The organization was using a costly external platform to manage investment activities, deals, funds, and related touchpoints. The firm wanted to eliminate high licensing fees, strengthen data privacy, and bring all workflows fully in-house through a custom Salesforce solution.

Pivotal Leap rebuilt the entire functionality inside Salesforce, replacing the third-party app with a secure, scalable, customized platform delivered in just four weeks.

Key Results Achieved

Replaced external software with a fully custom Salesforce solution

Built a Unified Activity Layer to manage deals, funds & investments

Achieved complete data privacy and
in-house
control

Delivered development + UAT + production rollout in four weeks

Challenge / Problem Statement

  • 01

    They needed to eliminate reliance on an external platform and move all investment workflows into Salesforce.

  • 02

    Investment data arrived through calls and emails, creating inconsistent data capture and manual effort.

  • 03

    Salesforce was not configured to manage deals, funds, investments, and entities, leaving no unified structure.

  • 04

    Sensitive financial information stored in the external system created privacy and compliance concerns.

  • 05

    The previous platform used a proprietary “Interaction” model, requiring reverse engineering to replicate functionality .

  • 06

    Leadership wanted a fast turnaround, requiring full implementation within one month.

Objectives / Client Priorities

Build a full internal replacement

For the third-party platform in Salesforce

Protect all investment data

By keeping it fully secure and in-house

Create a central Salesforce object

(“Unified Activity Layer”) to manage all touchpoints

Automate email-based logging

Without slowing down or pausing daily operations.

Fast, Accurate & Secure Delivery

Accurate, enterprise-ready implementation

scalable and flexible expansion

Ensure the new system as above for future expansion

The Solutions We Brought to the Table

  • Built a custom Salesforce-based replacement for the external investment platform

    We recreated all necessary functionality inside Salesforce, eliminating dependence on costly third-party software.

  • Created a centralized “Unified Activity Layer” for all investment interactions

    Every touchpoint—email, call, deal update, fund activity—was linked to the correct accounts, funds, investments, and entities.

  • Performed deep reverse engineering of the old system’s structure

    We analyzed how the previous tool stored and connected data and rebuilt the same logic through Salesforce customization.

  • Automated email-driven activity logging

    All inbound investment-related emails automatically generated activity records tied to the proper financial objects.

  • Designed streamlined workflows for phone-based interactions

    Agents could quickly record call-based conversations, ensuring all communication—regardless of channel—flowed into one consistent data model.

  • Delivered the full core development in just two weeks

    After one week of requirement discovery, 80% of the system was built; Week 2 completed all development and testing.

  • Ensured system reliability through UAT and guided production rollout

    Week 3 focused on user acceptance testing, and Week 4 handled refinements and smooth go-live with minimal disruption.

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Implementation Details

Designed a custom Salesforce data architecture replicating the functionality of the former external system.
Built the Unified Activity Layer as the core object for all cross-functional investment activity tracking
Integrated automated email capture, reducing manual work.
Mapped all deal, fund, investment, and entity objects to the activity layer.
Completed 80% of development in the first week, full build in two weeks.
Conducted User Acceptance Testing (UAT) in Week 3 with rapid refinements.
Conducted a Week-1 requirement and system study, including reverse engineering.
Migrated the final solution to production in Week 4, ensuring a seamless transition.

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Results / Outcome

  • Eliminated costly third-party licensing fees by building everything internally.
  • Achieved complete data privacy, with all investment data stored exclusively in Salesforce.
  • Centralized all investment activity for clearer visibility and reporting.
  • Reduced manual effort, automating email logging and standardizing call tracking.
  • Delivered the full solution in four weeks, meeting aggressive timelines.
  • Improved operational efficiency and created a long-term scalable system.
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