Finance · Salesforce Financial Services CRM

Richard P. Slaughter Associates

Slaughter Associates Trades Spreadsheets for a Sales-Ready CRM in Eight Weeks

A multi-advisor financial firm in Austin needed its entire client management, prospect pipeline, and marketing follow-up consolidated in Salesforce — with automated workflows and integrated meeting scheduling. Cloud Nerd delivered end to end in eight weeks.

Engagement at a glance

Industry: Finance
Duration: 8 weeks
Services: Strategy & Roadmap · Architecture & Design · Build & Implement · Integrations
Stack: SalesforceScheduleOnceGoToMeeting

8 weeks

Research through production deployment

Third-party integrations connected

Sales and account dashboards built

Automated

Client communication and onboarding workflows

The challenge

Slaughter Associates was managing client data across disconnected systems with no structured pipeline, no automated follow-up, and no single place to see a client's full financial picture. Advisors were manually tracking prospects and manually triggering communications — an approach that didn't scale.

The approach

Cloud Nerd conducted a deep requirements discovery, then built a complete Salesforce financial services org: Lead and Account objects configured for the firm's sales process, custom financial account and opportunity tracking, workflow automation for client onboarding and communication, plus integrations connecting Salesforce to their scheduling and meeting tools.

The outcome

Slaughter Associates launched with a fully connected CRM — automated prospect follow-up, a structured client onboarding workflow, integrated meeting scheduling, and dashboards giving advisors and management real-time visibility into pipeline and client activity.

The problem

What was actually broken

No structured prospect pipeline

The firm had no consistent process for tracking leads from initial contact through client onboarding. Prospect data lived in spreadsheets and advisors had different approaches to managing their books.

Manual follow-up and communication

Every client communication, follow-up, and meeting was manually triggered. There was no automation to ensure prospects heard back promptly or that clients were contacted on a regular schedule.

No integration between tools

Meeting scheduling, video conferencing, and CRM data all lived in separate silos. Advisors had to manually log meetings and there was no record of scheduled calls or outcomes in the CRM.

How we did it

The work, phase by phase

Weeks 1–2

Discovery & Data Schema Design

Cloud Nerd reviewed the firm's existing processes, documented data flows, and designed the complete Salesforce data schema covering all objects, fields, and automation requirements.

Full data schema covering Lead, Account, Contact, Opportunity, Financial Account, and Financial Goals objects
Sales process definition with record types and stage mapping
Marketing attribution and reporting template design
Integration design for ScheduleOnce and GoToMeeting

Weeks 2–6

Build, Automate & Integrate

Cloud Nerd built out all configured objects, deployed workflow automation, and connected Salesforce to the firm's scheduling and meeting tools.

Lead object with custom fields, page layouts, assignment rules, and auto-responder rules
Financial Services Cloud objects: Financial Account, Financial Holdings, Securities, and Financial Goals
Workflow automation for client onboarding, communication tracking, and terminated participant processes
ScheduleOnce and GoToMeeting integrations active in production
Marketing automation platform connected to Salesforce

Weeks 6–8

QA, Training & Deployment

The full system was QA tested, dashboards and reports built, and the team trained before production deployment.

6 sales reports and 4 account reports deployed
Advisor-facing dashboards for pipeline visibility
CSV import templates delivered for data migration
Team training and go-live support completed

The results

What changed for Richard P. Slaughter Associates

Automated

Prospect follow-up from first contact through onboarding

3 integrations

ScheduleOnce, GoToMeeting, and marketing platform live

10+ reports

Pipeline, account, and activity dashboards built

1 platform

All client and prospect data consolidated in Salesforce

What's next

The firm is working toward a full financial data import from custodian and TPA websites directly into Salesforce, eliminating the remaining manual data entry for client financial information.

Technologies in this engagement

Salesforce

ScheduleOnce

GoToMeeting

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