Financial Services Analytics Company – Salesforce

Challenges

• Cumbersome, Time-Consuming, and Error-Prone Sales Journey Management
• Manual and Erroneous Processes: The client managed the entire sales process manually using traditional tools such as Microsoft Office and spreadsheets, leading to error-prone data and inefficient workflow.
• Slow Workflow: In the absence of a centralized repository, the sales team had to spend a lot of time collecting and verifying the accuracy of data, causing delays in the customer journey from receiving the mandate to releasing the ratings.
• Absence of Business Views: Disparate excel sheets were used to generate reports, which did not allow for generating advanced insights based on the client data, missing out on utilizing the insights to drive enhanced customer experience.

Solution

• TIS helped the client implement Salesforce CRM software, which allowed them to centralize their database and manage various business processes more efficiently.
• The implementation of Salesforce CRM also allowed the client to automate communication with customers, create customized screens to attach multiple products, and integrate with other systems.
• The team also developed custom dashboards and a Salesforce Lightning platform-based app for easy accessibility across multiple devices.
• The Salesforce maintenance and support services provided by us ensured peak performance of the system with 24*7 tailor-made managed services and certified developers and consultants.