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Industry
Financial Services
Company Size
5000+ Employees
Region
USA
Solution/Product Used
Salesforce Sales Cloud, LWC, Outlook
Centralized Event Space Bookings for Listing and IPO Teams
The customer is a global listings and capital markets organization that hosts high-visibility events for customers. Their frontline team used two different tools to request rooms and add business context, which led to duplicate submissions, slow confirmations, and no real-time visibility into available slots.
In this case study, you’ll learn how we:
- Centralized booking requests from EMS and Monday.com into Salesforce
- Built Lightning Web Component calendars for real-time room and slot visibility
- Created a booking wizard for admins and EMS users with role-based approvals
- Integrated Outlook to send automatic confirmations, changes, and cancellations
- Made the calendar mobile-friendly so teams could confirm on the go