Investment Capital Firm
An investment capital firm cleaned up a long-tenured Salesforce org and put an Agentforce agent into production.
An investment capital firm ran deals, investors, and portfolios on a long-tenured Salesforce org of roughly 21,000 accounts and 380,000 contacts. Years of growth left duplicates, weak reporting, and stalled automation. Leadership engaged SiiMPLY7 to assess, clean, and modernize it.
The challenge
The org carried thousands of duplicate records, invalid emails, and inefficient legacy flows. Reporting logic was wrong because account and contact relationships were tangled. The team needed trustworthy data and scalable automation before it could pursue AI, all on an unusually large contact base.
The solution
SiiMPLY7 delivered an architectural review with a prioritized roadmap and AI readiness assessment. We merged duplicate records, added duplicate prevention at the source, and validated email across all contacts. We replaced legacy flows with a trigger-based framework, corrected report logic, and deployed an in-production Agentforce agent for list building and cleanup.
Implementation highlights
What we built.
- Architectural review with prioritized roadmap and AI readiness assessment
- Merged thousands of duplicates; added source-level duplicate prevention
- Email validation across all contacts, roughly 16% validity lift
- Trigger-based automation framework, validated against 3,000 records
- Deployed in-production Agentforce list-building and cleanup agent
Results
Email validity lift, with lower bounce rates
Records the new automation framework was validated against
Agentforce cleanup agent in active use today
Engagement summary
SiiMPLY7 turned a cluttered, long-tenured org into clean, automated, and AI-ready infrastructure. Duplicate cleanup, email validation, a new automation framework, and a live Agentforce agent restored data trust and set up future outreach.
What's next
Activate the outreach agent and fund-specific cadences, then expand Einstein and Data Cloud per the roadmap.
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