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Financial Services Analytics Company – Salesforce

A Financial Services Analytics Company Simplifying Sales Process, Improve Productivity, and Customer Satisfaction.

Introduction

Project Overview

The client provides ratings, research, and risk and policy advisory services to a diverse range of clients including lenders, investors, market intermediaries, and financial institutions.

As a subsidiary of S&P Global, the client has access to a wide range of resources and expertise to provide comprehensive and reliable analytical services to their clients.

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.

Solutions

  • 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.

Results

  • Salesforce implementation revolutionized the entire sales process for the client, improving productivity and optimizing costs.
  • The transition to Salesforce simplified lead management and mandate processing for all stakeholders, resulting in a more efficient and cost-effective process.
  • A centralized system allowed for improved overall customer journey, reducing the time taken between receiving mandates and releasing ratings, leading to significant cost optimization.
  • Access to Salesforce through multiple devices improved customer satisfaction, allowing the business development team to focus on enhancing the customer experience.
  • Enhanced support from Damco through flexible, robust, and responsive managed service solutions increased the productivity of the client’s existing IT team.
  • The client realized increased ROI from Salesforce investments due to better user adoption and overall performance.

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