A leading banking and financial services institution turns the focus on customers and engages them successfully through strategic Sales Cloud implementation
About the Client
Client is a Chicago-based leading Banking and Financial Services Institution that takes pride in being committed to their customer’s success. They specialize in banking, custom lending, equipment financing, business capital loans, etc.
Solution
- Implemented Salesforce Sales Cloud to provide customer insights, automate sales process, and marketing campaigns
- Created crisp workflows, clear dashboards, and pleasant Lightning visuals
- Integrated Salesforce CRM with Nautilus Loan Tracker & Fiserv Core System
Benefits
- Sales Cloud implementation shortened sales cycle by 37%
- Lightning Experience and workflow automations improved user experience adoption
- Dashboards and reporting made task monitoring and performance assessment easier
- Integration of CRM with enterprise applications afforded centralization of data
Salesforce: Sales Cloud
Technologies: Apex, Flows