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Streamlined Sales Cloud processes increased productivity by 30%.
Enhanced Service with 50% faster loan request responses.
CI/CD and Delta packages reduced deployment time by 60%.
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Streamlined Sales Cloud processes increased productivity by 30%.
Enhanced Service with 50% faster loan request responses.
CI/CD and Delta packages reduced deployment time by 60%.
As a leading provider of loans to SMEs across multiple countries, our client faced significant operational challenges:
Slow and inefficient deployment processes limited scalability.
The existing Salesforce tools urgently needed modernization.
Disparate systems required seamless integration across workflows.
The COVID-19 pandemic necessitated urgent updates for government-defined loans.
Managing rejected loans with non-Salesforce tools was expensive.
There was a clear demand for a virtual assistant to enhance client interaction.
There was a need for a common platform for retail investors and business SMEs to collaborate and streamline the loan process.
We partnered closely with our client to streamline and automate their loan process. This resulted in improved lead management, faster customer response times, and a 60% reduction in deployment efforts, boosting efficiency and customer satisfaction.
Customer Communications and Telephony Integration
Simplified customer-facing communications and integrated telephony using AppExchange solutions.
Custom Workflows Development
Utilized Salesforce APIs to develop new custom workflows and integrate with third-party applications like DocuSign and Conga.
Efficient Deployment Processes
Improved DevOps with CI/CD processes using Drone CI for efficient deployment management.
Delta Package Deployments
Leveraged Delta package deployments to minimize downtime and ensure smooth updates.
Enhanced Reporting Capabilities
Enabled reporting to forecast loan volumes, monitor individual and team performance, and inform training decisions.
The Results
Our collaboration delivered transformative results for the client:
60% increase in deployment speed with CI/CD and Delta packages, optimizing efficiency and reducing downtime.
Streamlined Sales Cloud processes resulted in a 30% increase in sales team productivity, facilitating customer engagement and easier qualification, segmentation, and closure of leads via web and email.
Enhanced capabilities led to a 50% improvement in response times to loan requests, significantly boosting customer satisfaction and loyalty.
Automated identity verification, document generation, SMS campaigns, and loan rejection notifications within Salesforce resulted in substantial cost reductions and operational efficiencies.
Sales Cloud enabled lead generation from diverse sources, expanding potential customer reach.
Our partnership embodies a commitment to overcoming challenges and fostering sustainable growth in fintech. By leveraging advanced technology and strategic implementations, we’ve equipped our client to navigate future challenges with confidence, agility, and innovation.
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