SFDC – Financial Services – End-to-end Implementation – Success Story

Client Overview

The client is an APAC based private lender with operations in multiple countries, specializing in load disbursement to small and medium-size enterprises.

Business Challenge

The client wanted to automate various processes pertaining to loan disbursement and implement Salesforce for the same. The Salesforce implementation would enabled streamlined and effective processes for the following:

  • Lead Management

  • Campaign Management

  • Automated Application forms for Loan

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