Client stories
Success story 1
A multinational, global bank providing retail, corporate and commercial banking products, streamlines their sales, service, and marketing processes for 5 different countries, using Salesforce.
Success story 2
A multinational insurance company modernizes their data infrastructure and improves productivity using Salesforce.
A multinational, global bank providing retail, corporate and commercial banking products, streamlines their sales, service, and marketing processes for 5 different countries, using Salesforce.
Challenges
- Duplicity of customer accounts and contacts causing manual errors
- Maintaining SLA and response time to manage the enquiries was a challenge
- Very high Turn Around Time for customer complaints
Solution
- Unified view of customers across sales and service teams and multi-level duplicity check
- Milestones and Escalation matrices to reduce AHT
- Integrated CTI solution to enhance service productivity
Benefits
- Increased sales, higher customer satisfaction and efficient brand management.
A multinational insurance company modernizes their data infrastructure and improves productivity using Salesforce.
Challenges
- Poor user interfaces
- Improper data mapping and duplicity issues
- Lack of documentation for the processes
Solution
- Third party integration solutions for managing client details and customer complaints
- Enhancement of the existing UI for their client intelligence app
- Data migration activity
Benefits
- Customer centric UI, automated reporting and analysis of data, standardised procedures.