Customization & Enhancement on Service and Experience Cloud
Binding seamless Technology with Finance
GeneralPublished on: Fri Feb 10 2023
About Our Client
A leading global alternative asset manager specializing in originating and providing financing solutions to facilitate the growth, refinancing, and recapitalization of small and medium enterprises.
· The client had to spend huge money on their scattered customer data & thus was experiencing poor coordination and slow process.
· They needed a more secure and standard platform that could provide them consistency in generating reports & automating tasks.
Non-availability of comprehensive consulting.
· Modified the existing Salesforce implementation, migrated data from different databases to one Salesforce database while successfully avoiding duplicate and inconsistent data.
· Provided Salesforce managed services for custom reporting and automating tedious tasks.
Impacts on Business
· Enabled users to send multiple reports to multiple clients at one go.
· Access and manage their critical customer information anytime and anywhere with the advantage that cloud brings.
· The client can schedule and automate a lot of tasks, this saves the time and efforts of the client.
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