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
Know us in a better way!
Transforming Business with Latest Robust Technology
Join A Team That Celebrates You Daily!
Our top priority is the security of your data!
Giving back to the society!
case studies
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.
Client’s Challenges
· 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.
Hexaview’s Solution
· 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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