Custom Salesforce tool to track customer relationships and accounts

Solution  to determine key players

The Client is the leading broadband and telecommunications company as well as the largest wireless communications service provider in the United States. The organization is also ranked as a leader in cloud and security solutions.


The Client wanted a solution that could give the organization a more holistic view of client management and help to provide best in class services.


CodeSWAT developed a custom Salesforce tool to track the overall health of key customer relationships and accounts. The solution allows account managers the ability to quickly determine key players in the buying process, create & execute a sales plan, and gather new information faster and more effectively than ever before.


The Solution developed by CodeSWAT provided the following opportunities:

  • Easy access to all the account information needed to assess the overall health of customer relationships
  • Meaningful objectives and strategic initiatives to move these relationships forward
  • Better performance and customer service
  • A clearer view of each account along with the capability to provide team coaching, accountability and resources