A pre-built and easy-to-use solution in place for the Fintech Industry to reduce the time taken for Salesforce Implementations:
A customizable Loan Origination System to help financial institutions to streamline their loan application & valuation processes.
KYC: An automated verification process of KYC documents
API Integration: Easily verify documents and details
Loan Disbursements flow: Scheduling and detailing of the loan disbursement
EMI Calculation: Automated calculation of the payable EMI along with the applicable interest rate
A custom solution developed for FinTech Applications to smoothly onboard merchants
KYC verification of merchants: A webhook URL to encrypt and ensure KYC requests are legitimate
Onboarding of merchants: The application process was made simpler by assigning merchants to the specific relationship managers
Approval process: Mandatory IDs, Merchant IDs, and Transaction IDs are issued to the merchants with the help of pre-screening, verification, and approval process
The Onboarded merchants and customers of the platform will be able to register any complaints, grievances, or questions about the system.
Service Cloud Implementation: tickets can be registered with the given Transaction ID and Merchant ID by both the customers and the merchants with the help of Salesforce Service Cloud
Escalation Notification: Any unresolved cases can be further escalated with automation after a particular period, with the notification being sent to all those involved in the case
If you’re looking for more effective ways to analyze your team’s monthly progress, Sales Cloud helps you by putting your progress against your quota.
Lead generation by the Partners: Lead information is updated by the partners, which reflects on the Salesforce organization
Visibility of reports and dashboards: An overview of the generated leads made available on the partner portal with reports and dashboard
A solution for the Annual Maintenance Contract, for the Manufacturing Sector.
Renewal Reminders of the AMC: The customers will receive timely reminders for the payment renewals and the AMC expiration
Issued Alerts for the termination of the contract
Details regarding the warranty for the asset were also captured in the AMC
Geo-location tagging: A feature where check-in / check-out timings of the representative along with timestamps are captured during the client visit
Manage Resource Allocation: Resources that have availability can easily be allocated to a task with a simple button click
Project priority and details: All project details are captured in one place with high-priority projects highlighted
Tasks and Milestone Management: List down all the tasks and the people assigned to them, as well as manage milestones such as completion of design, samples being created, etc.
Issues recording and tracking: Issues associated with a project are easily tracked. The action items can be added, along with the escalations issues
Displays a timer so when a case is logged in, all the changes made are accounted by seconds, so it is ensured that the complaint is resolved in the ideal time frame
An easy-to-implement solution to enable customers to manage leads.
Lead life-cycle: The different stages of the lead life-cycle such as qualification, prospecting, setting up discoveries, etc
All in one place: Documents and details of the leads available on a single page
Post-purchase services: Support, warranty, and training are easily captured.
CPQ is a valuable addition to the sales cloud with the addition of product and rice rules.
Product Bundling: Static and dynamic bundling of products have been implemented
Automated renewals: Contracts are renewed via the Salesforce org itself, after sending the customer reminder message before the date of renewal
Invoices and Quotations are made easier
Create and send Invoices, and quotes: sales reps can easily send invoices and quotes with a button click
Multiple quotes can also be created, and Invoices can be scheduled for part payments
Easy-to-implement solutions have made it easier to handle customers throughout the pre and post-sales process
We have a solution for the Annual Maintenance Contract for the Manufacturing Sector.
Sourcing and engaging the lead: Source the leads from different sources such as exhibitions, third-party websites, welcome emails sent with brochures Engage the leads from different sources such as exhibitions, and third-party websites by sending welcome emails with brochures
Capturing site visit details: scheduled site visit details were captured
Site visit: Capturing the details about the scheduled site visit
Quotations: Rough quotes sent to potential customers, along with a booking form
Calculations for payments: Automated estimates are being made for payment schedules with consideration of the GST amount
Payment calculations: Automated estimates are made for payment schedules after taking the GST amount into consideration
Customized emails: Progress report emails scheduled, with email templates customized for various occasions as well
Customized emails: Progress report emails are scheduled, with email templates that are customized for various occasions
Easily tracking the availability of the units in the Real Estate sector
Development in APEX, LWC
Inventory Tracking: Units are tracked based on the booking details, and types of units, and issued alerts when a particular unit was low in number
Pre-built solutions for a niche industry like trading materials.
Vessel tracking: Tracking details of the vessel include the details about shipping as well
Product Details: Pre-order quantity of the products is auto-reflected in the total count of the products, the remaining amount of the products is counted as the ready stock for sale
Payments and invoices: Advanced payments are made to clients and the schedule for the remaining amount is also tracked, invoices generated are sent directly to the client from the console
Customer 360: All social media of the customer can be linked to the client so that we can get a whole 360 view of the customer in one place
Certain workflows would ease the daily tasks for the employees so the repetitive tasks can be avoided and employees can focus on the solely tasks that need effort. Some of the workflows are as follows:
Reminders for renewal of services, creation of quotes, approval of contracts, onboarding of new customers, feedback from customers, etc.
Smoother and quicker implementation of Salesforce with API integration of various applications:
• Social Media - Slack, LinkedIn, WhatsApp, etc.
• Email - Gmail, Outlook
• Integrations with third-party applications