Transforming Fintech Operations with Salesforce Solutions

Addressing Pain Points: Streamlining Operations for Growth

The Challenge

As a leading provider of loans to SMEs across multiple countries, our client faced significant operational challenges:

Inefficient Deployment Processes

Slow and inefficient deployment processes limited scalability.

Outdated Salesforce Tools

The existing Salesforce tools urgently needed modernization.

Disconnected Systems

Disparate systems required seamless integration across workflows.

Pandemic-Induced Changes

The COVID-19 pandemic necessitated urgent updates for government-defined loans.

Costly Loan Management

Managing rejected loans with non-Salesforce tools was expensive.

Need for Virtual Assistance

There was a clear demand for a virtual assistant to enhance client interaction.

Collaboration Platform

There was a need for a common platform for retail investors and business SMEs to collaborate and streamline the loan process.

Crafting the Solution: Optimizing Salesforce with AppExchange

Our Approach

We partnered closely with our client to streamline and automate their loan process. This resulted in improved lead management, faster customer response times, and a 60% reduction in deployment efforts, boosting efficiency and customer satisfaction.

Customer Communications and Telephony Integration
Simplified customer-facing communications and integrated telephony using AppExchange solutions.

Custom Workflows Development
Utilized Salesforce APIs to develop new custom workflows and integrate with third-party applications like DocuSign and Conga.

Efficient Deployment Processes
Improved DevOps with CI/CD processes using Drone CI for efficient deployment management.

Delta Package Deployments
Leveraged Delta package deployments to minimize downtime and ensure smooth updates.

Enhanced Reporting Capabilities
Enabled reporting to forecast loan volumes, monitor individual and team performance, and inform training decisions.

Achieving Business Outcomes: Driving Growth and Efficiency

The Results

Our collaboration delivered transformative results for the client:

Faster Deployments

60% increase in deployment speed with CI/CD and Delta packages, optimizing efficiency and reducing downtime.

Increased Sales Productivity

Streamlined Sales Cloud processes resulted in a 30% increase in sales team productivity, facilitating customer engagement and easier qualification, segmentation, and closure of leads via web and email.

Improved Response Times

Enhanced capabilities led to a 50% improvement in response times to loan requests, significantly boosting customer satisfaction and loyalty.

Operational Efficiencies and Cost Reductions

Automated identity verification, document generation, SMS campaigns, and loan rejection notifications within Salesforce resulted in substantial cost reductions and operational efficiencies.

Lead Generation

Sales Cloud enabled lead generation from diverse sources, expanding potential customer reach.

Partnering for Success

Our partnership embodies a commitment to overcoming challenges and fostering sustainable growth in fintech. By leveraging advanced technology and strategic implementations, we’ve equipped our client to navigate future challenges with confidence, agility, and innovation.