Streamlined Processes With Custom Salesforce Solutions

Legg Mason is an affiliate investment group, based in Baltimore, Maryland but with individuals throughout the world. Legg Mason specialties include equity, fixed income, liquidity, and alternative investments.


Asset Management


10,000+ Employees

HQ Office

Baltimore, Maryland

Services Performed For Legg Mason

Salesforce Implementation

Salesforce Integration

Adobe Sites Integration

Access Commissions Implementation

Chatter Implementation

Custom Developments

Custom Designs

Third-Party Integrations

Products Services Included 

Access Commissions




Custom Cloud

Salesforce Challenges

Legg Mason experienced the following Salesforce challenges.

Legg Mason teams did not have automation or integration with Adobe sites.

Partner management was done in a third-party system.

Existing sales systems did not integrate with customer master data systems.

Partner commissions were not reportable on Salesforce.

Processes were complex and manual with no process automation.

Reporting was time consuming for Legg Mason teams.

Legg Mason had no standard sales processes and systems.


Salesforce Solutions

Access Global Group provided the following Salesforce Solutions to Legg Mason.

Set up Chatter & Files for internal communication & file storage.

Built custom integrations with Adobe Sites to sync data into Salesforce .

Integrated Salesforce with 9 different systems.

Built partner processes with automated workflows & approval processes.

Created a structure for users to work remotely in peak seasons or disaster recovery .

Created and implemented Reports & Dashboards.

Designed custom web services, custom pages, and custom development.

Configured system to optimize performance.

Salesforce Results

Legg Mason experienced the following Salesforce results with Access Global Group’s Consulting Services.

Partner signup process is now streamlined, removing friction from the process.

Partner validation process is streamlined.

All partners are now managed on Salesforce where opportunities can be spotted early.

Chatter used company-wide for internal collaboration & sharing files.

Data from Adobe sites can now be accessed real-time on Salesforce.

New partnership process and pipeline now enable the executive team to visualize company direction and opportunities.

Real-time integration with third-party systems.

Reporting and commissions are now real-time.

Significant time savings is creating greater productivity and opportunities.

Awarded, Trusted & Proven to Deliver Salesforce Results!

For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.

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