With our customization in the Salesforce CRM cloud, the client received automated error-notifications when the software recognized any discrepancies between the client banking software data and the data in the new CRM system.
Our developers set custom Key Performance Indicators (KPIs) considering the client business pipeline that allowed the Salesforce management system to predict the sales forecast. The designed management system helped them make sound business decisions accordingly and motivated them to reach their goals at all times.
Also, Jira and Salesforce integration allowed our client to respond to all the tickets being raised in real-time. We customized Salesforce CRM to provide task prioritization reminders according to the client’s financial business needs, which lead to better client relationships and an increase in their revenue in the end.
The Result:
Overall, our client benefited hugely from our services and the solutions we provided and Salesforce implementation training with 100% user satisfaction.
- Seamless data transfer from the old database to the new database system.
- Integrated JIRA ticketing tool in the new CRM for efficiently tracking tickets.
- Salesforce cloud system helps advisors manage financial transactions
- Our choice with the BI tools to efficiently build a dedicated sales system.
- Faster and reliable workflow
- Secured and structured data management system.
Why Choose Infomaze?
Developers at Infomaze have set standards for working across challenging projects and have gained expertise in providing tailored solutions across different industries. Our dedicated team works with third-party service providers and integrates the required tools with the in-built software to ensure a professional workflow.
We work on migrating tools to seamlessly move your data to a more efficient storage system. Our application migration experts can analyze the current business management system and help you upgrade to the latest technological advancements.