Salesforce Integration And Customization For Leading US-Based Private Finance And Factoring Firm

Expertise: Customer Relation Management (CRM) Application Development Business Process Automation Custom Reports and Dashboards Custom Workflows & Processes Builders SalesForce Implementation
Verticals: Banking & Financial Services
Technologies: Microsoft AzureSalesforce Sales CloudSalesforce LightningWorkflows
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Client Overview
A leading financial and factoring company aimed to enhance its Salesforce setup to streamline daily operations and improve the delivery of its financial services. Established in 1938, the client has provided financial and factoring solutions to customers unable to secure loans from traditional banks. Partnering with them as a trusted Salesforce consultant, our expert team helped optimize their Salesforce org, refine access management for community users, and customize their CRM. This collaboration resulted in smoother financial service delivery and more efficient business processes for the client..

Business Needs
A financial services company, focused on helping businesses that struggled to secure funding from traditional banks, came to us with a clear goal: improve their Salesforce setup for better efficiency. They needed help stabilizing their production environment, managing access for community users, and automating their CRM operations. Our team worked closely with them to tackle these challenges and streamline their daily processes.

  • Get the production environment fully operational, ensuring existing functionality remains intact.
  • Simplify and standardize the process for allowing community users to access the system.
  • Automate CRM processes to enhance workflow and reduce manual tasks.
Strategy & Solution
We addressed the client well-defined requirements by initially resolving all reported bugs in their Salesforce setup. These issues were treated as defects and were promptly resolved using technologies like Apex code, Salesforce flows, and triggers. Our team recommended replacing outdated workflows with more efficient flows to streamline processes. After approval, we implemented these improvements. We also guided the client through Salesforce CRM functionality, customizing various objects and fields according to their business needs. The integration was automated through Apex code, flows, and validation rules, ensuring seamless customer management.


Front-End:

To ensure a smooth transition for the Salesforce upgrade, our team started by thoroughly exploring the existing functionality, even without available documentation. We then personalized the fields, objects, and page layouts to fit the specific needs. Our focus included modernizing outdated workflows with streamlined flows to boost efficiency. We also made sure that the navigation was user-friendly, making it easier for everyone to access and use the new features seamlessly.

  • We explored and understood the old functionality despite the lack of documentation.
  • Our Salesforce experts customized the fields, objects, and page layouts to meet the specific needs.
  • The team updated the workflows by implementing flows to improve efficiency.
  • We designed a user-friendly navigation system to facilitate easier access for users.

Backend:

Our team tackled the back-end challenges by first diving deep into the system flow, even without existing documentation. We focused on automating processes using triggers, workflows, and process builders to enhance efficiency. This foundational work allowed us to establish a robust backend that supports streamlined operations and reliable automation.

  • Automation was achieved through triggers, workflows, and process builders, enhancing operational efficiency.
  • A comprehensive understanding of the system flow was developed despite the lack of documentation.
  • Bugs and issues in the existing setup were resolved to ensure a stable and reliable system.
  • New functionalities and features were integrated to improve performance and user experience.

Development Process:

Our team approached the development process with a focus on resolving existing issues and enhancing system functionality. By working closely with the customer to address defects and align the system with their needs, we ensured that the Salesforce platform met their requirements effectively. We employed a trailing page approach to manage community user access, integrated flows for seamless operations, and automated processes to streamline business functions.

  • We addressed defects by aligning with the customer reported issues and expected behaviors, successfully stabilizing the system.
  • To meet community user requirements, a trailing page approach was used, and flows were implemented to fulfill the request.
  • Salesforce implementation and automation streamlined the business processes, enhancing overall efficiency.
  • We consolidated notes and discussions post-meetings, reducing the effort and time spent managing manual communications.
Business Outcomes
The enhancements implemented for the Salesforce platform had a profound impact on the client operations, making their systems more efficient and user-friendly. The project successfully addressed key issues and streamlined processes, leading to measurable improvements in productivity and satisfaction.

  • Our newly implemented solution cut down the time needed to manage community user access by 30%, making the process much easier and less time-consuming.
  • Automation and streamlined workflows boosted overall productivity by 25%, helping the team work more efficiently.
  • By reducing manual tasks and speeding up processes, the project improved ROI, leading to smoother operations and better use of resources.
Client's Speak
We're thrilled with the results! The recent Salesforce upgrades have made managing community user access much smoother and more efficient. The team expertise in streamlining our processes has saved us time and improved our overall productivity. Thank you for your outstanding support!
Juan Cornelio
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