Our client provides security, investigative, compliance and monitoring services to meet critical client needs with innovative technical and strategic solutions. 


Security and investigative services


Improved processes


Salesforce1 Mobile
Lightning Experience
CRM Content


“Orion has added tremendous value to our Salesforce implementation. [Our Consultant] has been invaluable to the process and has done a great job understanding our business processes and providing excellent best practice experience.”



Our client had no central CRM system for company personnel. For tracking potential new business, some divisions used Cosential (a cloud-based project management tool) and some used Excel. For a holistic view of their pipeline forecast, they manually performed consolidation of Opportunity metrics. It was not feasible to continue the process due to growth of the company. The client had experienced failed CRM implementations in the past because they weren't adequately tailored to the needs of company's three different divisions. An additional challenge was that the data available for export from the legacy systems was complex and minimal data model documents were available.


The Orion team implemented a number of Salesforce tools, including: Sales Cloud tailored to various divisions’ unique sales processes; a custom app for Project Delivery; a Document Repository using CRM Content and Files; Salesforce1 Mobile; and Salesforce Lightning Experience. Our team also performed comprehensive data test loads, led rigorous User Acceptance Testing, and provided web-based training unique to each line of the business.


Salesforce is now the system of record for all customer and prospect information, as well as all opportunity tracking, which allowed the client to retire their use of both Excel and Cosential. Time spent performing manual data consolidation and manipulation cross-company pipeline reporting dropped to zero.

Customer service is improved in part due to team members’ use of Salesforce1 Mobile to quickly respond to customer needs while out of the office. Communication among team members for team-selling and management coaching is greatly improved with the use of Chatter for collaboration and information/reference crowd-sourcing.