Salesforce Implementation for a Regional Bank

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A comprehensive Salesforce implementation was delivered for a regional bank, migrating from a legacy system and building custom SLA-driven portals for deal registration and service requests. This transformation streamlined business processes, enhanced sales productivity, and improved customer satisfaction by enabling faster response times and providing a unified view of performance through detailed reports and dashboards.

Digital transformation: elevating your Power of Service Cloud Implementation – Built a Service Request customer portal and automated Service Request business process along with case management and custom SLA management
Sales Cloud Implementation – Built a customer facing portal for Deal Registration and automated their business flows and Approval processes data

Performed detailed assessment sessions to understand the current infrastructure and application process & Users.
Migrated the entire application from legacy system to Salesforce
Built and deployed custom SLA based on the client’s needs
Developed a customer facing portal to submit Deals and Service requests in Salesforce Platform
Streamlined Business rules and workflows and Approval process in Sales and Service cloud environment
Lead, Opportunity and Account management
Provided Integration services by integrating Salesforce and JIRA to sync the Service requests created
Created multiple Reports and Dashboards based on Sales team divisions

Increased Efficiency and customer experience that allowed organization to streamline their service operation
Improved sales productivity and Visibility which provided comprehensive view of their performance
With Custom SLA salesforce, businesses were able to create automated processes to respond quickly to customer inquiries, leading to faster resolution times and improved customer satisfaction.

Salesforce Implementation for a Regional Bank

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