Implementation Of Sales Force Automation
- PROJECT SUMMARY
- SOLUTIONS COMPONENT
- SERVICE DELIVERED
Summary:
BFSI client wanted to replace existing self-developed Salesforce application since it did not fulfill their Sales team’s requirements.
Challenges:
- Complete Sales process automation was expected from client
- Alchemy to analyze, test and evaluate which existing applications can be modified and reused and which ones to be scrapped and to be developed from scratch
- Integrating multiple applications was a big challenge
Solutions Component
Alchemy developed solutions for Salesforce automation with below functionalities
- Lead Management
- Collateral management
- Detailed Benefits illustrator – Online (With capabilities of generating complete PDF)
- Customer on-boarding and E-form filing
- Integration with Client payment application
- Service request handling
Service Delivered
Alchemy integrated Salesforce automation solution fulfilled as of client’s requirements including
- Dashboard
- Auto lead capture and allocation
- SMS & Email functionality to customers
- Geo-tagging of leads & activities
- Risk Analysis
- Collateral Sync mechanism
- Online Application form filling
- Receipting & Payment acceptance
- Auto trigger SMS / Email
- Service Request handling capability