Customization & Enhancement on Service and Experience Cloud
Fintech
Binding seamless Technology with Finance
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Binding seamless Technology with Finance
Implementing Salesforce to smoothen your business
Building Solution to Solve unique Problems
Accelerate digital transformation with cloud
Simplifying business with Data Science
Revolutionizing businesses using blockchain
Developing Contact Center Solutions Leveraging Genesys
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case studies
GeneralPublished on: Fri Feb 10 2023
Business Scenario
Our client, one of the largest direct lending firms in the US, was spending huge money on their scattered customer data and needed a more robust and cost-efficient solution. Hexaview successfully helped them migrate their scattered data under one roof, but we also provided them with stress-free Salesforce managed services using automated reporting and administration. We help them save a considerable amount of money and time. Thus, creating a longer-term relationship rather than a one time deal.
Client’s Challenges & Requirements
· The client was experiencing poor coordination between the departments
· The process was slow due to the scattered data
· They needed a more secure and standard platform to maintain consistency in generating reports and automating the tasks
· Non-availability of comprehensive consulting
Hexaview’s Solution
· We modified the existing Salesforce implementation with our technological expertise and migrated data from different databases to one Salesforce database, keeping while avoiding duplicate and inconsistent data.
· We provided Salesforce managed services for custom reporting and automating tedious tasks. Our skilled Salesforce consultants recommended effective solutions with regards to the business objectives.
· Our solution helped our clients with the complexities and challenges they were facing earlier and made the overall workflow smooth.
Impact of the implementation team:
· The client’s effectiveness and efficiency increased multi-fold, without compromising with the quality.
· Enabled users to send multiple reports to multiple clients at one go.
· We added high security to the platform.
· Access and manage their critical customer information anytime and anywhere with the advantage that the cloud brings.
Key Success Factors:
· Our agile business analysis and continuous communication with the client helped us meet the client’s expectations.
· We followed the industry’s best standard data migration practices.
· We are flexible to incorporate custom changes /functionalities demanded by the client.
· We never compromised with the security and provided full customer Support.
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