A leading financial services tech firm required a holistic wealth management solution to cross sell and up sell. Force.com was used as a platform to develop wealth management solution thereby helping the clients achieve their long term goals in relation…
A premium real estate developer needed a scalable & cost-effective campaign management program to efficiently reach and capture the customers. A unified customized campaign management implementation was required to improve sales efficiency and revenue with streamlined lead management Client Information…
One of the foremost real estate firms was looking to setup a cloud based call center leveraging the Salesforce platform. From self-service portals to knowledge management, live chat software to mobile service, the Salesforce Service Cloud delivered the tools the…
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…