Salesforce Implementation for a Regional Bank
Comprehensive Salesforce implementation with custom SLA-driven portals for deal registration and service requests.
Technology Stack
SalesforceSales CloudService CloudJIRA IntegrationCustomer Portal
Challenges
- Digital transformation: elevating your Power of Service Cloud Implementation - Built a Service Request customer portal and automated Service Request business process along with case management and custom SLA management
- Sales Cloud Implementation - Built a customer facing portal for Deal Registration and automated their business flows and Approval processes data
Our Solution
- Performed detailed assessment sessions to understand the current infrastructure and application process & Users.
- Migrated the entire application from legacy system to Salesforce
- Built and deployed custom SLA based on the client's needs
- Developed a customer facing portal to submit Deals and Service requests in Salesforce Platform
- Streamlined Business rules and workflows and Approval process in Sales and Service cloud environment Lead, Opportunity and Account management
- Provided Integration services by integrating Salesforce and JIRA to sync the Service requests created
- Created multiple Reports and Dashboards based on Sales team divisions
Results & Benefits
Increased Efficiency and customer experience that allowed organization to streamline their service operation
Improved sales productivity and Visibility which provided comprehensive view of their performance
With Custom SLA salesforce, businesses were able to create automated processes to respond quickly to customer inquiries, leading to faster resolution times and improved customer satisfaction.