Client is one of the most diversified India-based Non-Banking Financial Company (NBFC) in the market catering to more than 5 million customers across the country. They pride themselves for holding the highest credit rating of FAAA/ Stable for any NBFC in the country today. Their product offerings include Consumer Durable Loans, Personal Loans, Loan against Property, Small Business Loans, Two-wheeler and Three-wheeler Loans, Construction Equipment Loans, Loan against Securities and Insurance Services.
The client needed a solution to –
Improve lead data extraction efficiency from a massive database of around 1.8 million records in a precise manner
Increase the lead conversion rate
Extract lead information faster and market their product offerings to customers in an automated manner using various channels such as Email, SMS & Tele calling
Previously these activities were a manual affair, which lacked in –
Speed of extraction
To address the business requirement, client gave a mandate to Eternus Solutions to implement a new solution. Eternus Solutions team reviewed the client’s business objectives and worked with the client’s Subject Matter Experts (SMEs) to implement a new scheduling system based on Force.com’s Batch Apex and Apex Scheduler technologies.
Eternus Solutions team was approached to this solution is the following manner:
Prospect data points were loaded at each branch on a daily or weekly basis. The new data points were segregated into clusters based on the business data available and classified into channel buckets based on their ageing in the system.
The leads were processed through a series of marketing campaigns depending upon their cluster and assigned channel buckets until they were converted into opportunities for business.
Customization of existing Standard objects
Creation of new objects
Triggers/ Workflows, Classes to manage the business work flow
New custom Visualforce pages, triggers and workflows aligned to various processes
Development on Developer Sandbox
SRS and Design documents to start building any new components
Designing and developing workflows for various processes
Extensive usage of Trigger, Classes and Batch Apex, Schedulers to write custom logic
Coding using best practices and SFDC standards