How we built it
We utilized Salesforce along with preloaded sample data to exemplify how an investment management company can manage customer relationships across the entire customer lifecycle by using a CRM system.
Challenges we ran into
One challenge we faced was that we didn't know how to approach the case at first, but through the help of a mentor, we were directed to the right path. We also faced some challenges while trying to figure out how to navigate Salesforce.
Accomplishments that we're proud of
This was our very first hackathon so we're happy that we got the opportunity to work together as a team, solve problems, expand our knowledge of CRM tools, and present our solution!
What we learned
We learned how CRM is a tool for managing a company’s relationships and interactions with customers and potential customers. We also learned that a CRM platform helps companies stay connected to customers, streamline processes, and increase profitability. We also learned how to work in a team setting, listen to others perspectives, and make decisions collectively on how to proceed throughout the project.
Log in or sign up for Devpost to join the conversation.