A real estate industry client wished to enhance a portal by providing value added features to the customer to transact online, like placing service requests, submitting documents (scanned copy), etc. Salesforce Community cloud solution revamped the entire customer experience leading…
A US-based Service Provider focusing on Non-Profits wished to implement Salesforce Partner Communities to support constituent relationship management, case tracking and analytics. It desired to implement the communities which could be tailored to align with the organization’s brand and configured…
Extending the functionality of NPSP to proactively allow creation of donor records on the fly or apply payments to an existing opportunity record. Client Information Client is a consulting firm dedicated to help organizations manage their business using cloud-based information…
One of the most diversified India based NBFC’s was looking to improve business operations and profitability by cross selling credit cards to its large retail customer database Leveraging Salesforce1 platform a new transaction processing system was designed to automate the…
A modern breed financial services bank was looking for a tailored CRM solution to provide faster and more personalized services to his customers. The motto was to follow a holistic approach that would take into account all available and meaningful…
A Financial services firm with a B2B business model wanted the leverage the force.com platform to help their channel partners close deals faster and enhance the productivity of the advisors. A partner communities implementation was the one stop solution. Client…
A leader in retail banking needed to streamline service operations to better support customers and adapt to a fast-changing market. Salesforce Cloud solution implementation provided scalability with complete visibility and collaboration across the business. Client Information Client is a leader…
Nonprofit organisation is more about cultivating and nurturing constituent relationship. Constituents are all people with some relationship to the organization – donors, funders, volunteers, clients and all other people who help an organization to achieve its mission. With Technology playing…
Considering the wide spectrum of services expected by investors today in the Financial Services landscape, it is difficult to manage with home grown legacy solutions. Financial Institutions have identified the power and the potential cloud computing offers in reshaping the…
Picture this, a sales meeting taking place and customer asking specific information about inventory availability. Specifics can be a particular floor, specific wing or perhaps more. These queries generally leave the sales team flustered and running helter skelter searching for…