Enabling a Financial Services Firm Reap Rich Dividends with Salesforce

Our Solutions

  • We customized Sales Cloud, Service Cloud and Salesforce Communities as per the needs of the client

  • Our team created a customer service portal

  • We also customized the user interface of the customer service portal to meet the client’s branding requirements

  • Our experts ensured real-time integration with multiple external systems like InfoLease

  • We set up a portal for internal users to track and analyze how customers are using the customer portal and what products are being viewed more

  • Our specialists developed various reports and dashboards for real-time inputs

Enabling a Financial Services Firm Reap Rich Dividends with Salesforce

Client Challenges

  • The client had no portal that could provide customers seamless access to required information

  • They were unable to update their asset registers, manage end of lease options, submit customer care queries and manage user access seamlessly

  • The client wanted to reduce non-value-adding activities such as generating invoice copies.

  • Expansion of their customer base and retention of existing customers was proving expensive

  • The inability to provide support in multiple European languages, including English

Business Outcomes

  • The client could deliver needed information to customers without any problems

  • Users are able to update their registers, manage leases, attend to customer complaints and handle user access in a hassle-free manner

  • Non-value-adding activities of the client are significantly reduced

  • The client saw their customer base expand by 30%

  • They are able to provide excellent support in English and various European languages


Implementation of Sales Cloud and Service Cloud and Creation of a Customer Portal Helps Overcome Problems of Inefficient Operations and Information Disconnect with Customers Resulting in Expansion of Customer Base by 30%