Financial Success
Empowered
Unite your teams with a single, flexible platform that puts the customer at the centre. Make smarter client decisions and get access to better customer insights.
%
said their bank doesn't understand their specific needs, goals and preferences *
%
are not strongly convinced that their bank has their best interests at heart *
%
of baby boomers use payment services provided by fintech companies *
* Source “Salesforce Connected Banking Customer Report.”
Our Offerings
Accelerate digital process innovation across the front, middle, and back office and put your customer at the centre of everything. Build customer trust and increase employee productivity with Financial Services Cloud.
Finance Solutions
Supercharge advisor productivity to focus on client needs with Financial Services Cloud.
Make customer satisfaction the focus of every interaction.
Engage customers with the insightful, personalised journeys they’ve been waiting for.
Be Self-sufficient on Sales & Revenue Cloud
Value we bring on the table
Accelerated Go-Live Time
Our efficient implementation process gets your Salesforce system up and running quickly, minimizing downtime and accelerating time to value.
Customized for Your Business
We ensure that your Salesforce implementation reflects your business’s unique processes and goals, enabling personalized customer experiences and efficient operations.
Scalable Solutions
Our implementations are designed not just for your current needs but also for future growth, ensuring scalability and flexibility.
Enhanced ROI
By optimizing your Salesforce setup from the start, we help maximize your investment, driving better results across sales, customer service, and marketing.
We Are Sales & Revenue Cloud Experts
Product-to-Cash
Configure Price Quote (CPQ)
Contract Lifecycle Management (CLM)
Billing
Subscription Management
Order Management
Transparency
- Cases are worked on only once an estimateis approved
- All cases have hour tracking on the page
- Analytics and regular meetings allow you to stay informed
Flexibility
-Quick turnarounds for critical issues
-Preparation for next project phases
Knowledge Transfer
-Regular Issues documented
-Walkthrough videos
-Impartial Advice requests encouraged
Continuous Improvement
-Holistic Approach
Testimonials
It is a great pleasure to work with Karan and his colleagues. They always adapted to our needs and also brought a lot of knowledge into the project. We will for sure prolong our working agreement.
CEO, Regli Energy Systems
Thanks Manali for your efforts. Your level of work is excellent as well as your attention to detail. Your efforts are having a really positive impact. Everything is done on time and within the expected framework. We appreciate it!
Manager, Sommet Education
We are so excited about this and can’t thank you enough. This will make a big difference in how we do our jobs.
CEO, Direct Mortgage
We are very happy with how the project was managed and really appreciated your efficiency and dedication to helping us create a database that really works for the organisation.
PA to Director, South London Gallery
Featured Partners
Contact
85 Great Portland Street,
London
W1W 7LT
United Kingdom