Business Situation & Requirements
The client had a legacy Lead Management System (LMS) for lead generation, merchant onboarding, and tracking POS deployments. While it helped manage leads, the system struggled to support the expanding operational needs as the business grew. To address these challenges, the client explored Salesforce CRM integration as a more efficient and scalable solution, reducing costs and easing team coordination.
To solve these challenges, the client decided to pursue Salesforce CRM integration with the existing LMS. The goal was a cost-effective solution that made merchant management faster and smoother. Our team at Unthinkable was chosen because we combine deep domain expertise with architectural excellence. During evaluation, our Salesforce experts identified key issues in the legacy system, including tightly coupled code, weak validations, unreliable support, and limited scalability.
Enable smooth migration of LMS data across all subsystems.
Create custom fields based on the type of merchant.
Help merchant-side operators quickly learn the new system.
Provide a clear view of the entire field operations workflow for POS dispatch.
Implement strict authorizations to ensure merchants are properly qualified before onboarding.
Optimize the incentivization module and simplify data migration for the billing system.
