Scroll Top
Leading Broker/Dealer​
Our work is the culmination of creative visions, brilliant ideas and full commitment

CLIENT
US Based Leading Broker/Dealer Products Company

Challenge:

To meet the client’s objectives, a holistic approach was employed that focused on delivering tailored customer solutions and creating an enhanced experience for customers. Not only did it result in greater success for them, but costs were also minimized along the way.

Salesforce Service and Sales Cloud Implementation​
TRANSITION​​

Sunset legacy applications and move support and Sales operations to Salesforce​

Configuration​

Configure Salesforce to meet broker dealer operations​

Automation​

Automate Sales for better pipeline & customer data with Sales cloud​

Customer Success​

Create a high level of customer service with service cloud​

Outcomes

1Disparate sales processes across business units unified in a single Salesforce Sales cloud ​

2Implementation of Services Cloud to manage around 2000 support requests per month.​

350% cost savings by sunset of legacy applications and its management

4100+ flows-based automations built to meet customer business needs.

530% improvement in customer issues handling after one month of Service cloud