CRM Update for Financial Services Firm
Below is a modified rendering of the review: private info excluded, innate facts kept.
Introductory information
A fast induction on the buyer’s organisation
I am the Internal System Development Group chief in Forex Club. We are an online trading organisation.
Desired goal
What challenge were you trying to address with SENLA?
The most significant challenge was a revamp of our CRM method to sum with Salesforce. The revamp was almost the core functionality and key features of the CRM. With this project, we needed high condition professionals who could help us to prepare those changes on time and with a high level of condition. We’ve establish such nation in SENLA.
Provided solution
What particular tasks were responsible for?
The aim of the leading stage of the project with SENLA was focused on the outgrowth and revamp of the lead-to-client funnel. This task was very intricate owing of how many customizations were done during the past separate years. Because of that, there was a lot of legacy code that had to be changed carefully, as the method has 400 inner users and is being used 24/7. SENLA prepares us with high-condition Salesforce integration. After we successfully artistic our initial project of CRM betterments, we program to last with them.
How did you come to work with SENLA?
We have a long list of possible partners among different outsourcing companies, and SENLA was included in this list. When we began our project, we looked for outsourcing preparers who had a Salesforce experience—SENLA had that. We organized separate interviews and meetings with different companies and terminally chose SENLA owing they had the best propose.
How much have you invested with SENLA?
Right now it is almost 50-200k, but we program to implicate SENLA in other projects as they show us high accomplishment and condition of their job.
What is the terminal result of working with ?
The leading and second stages have been completed, and currently, we are working on the third.
Results achieved
Could you share any evidence that would prove fruitivity, condition of work, or the contact of the engagement?
I can say that mine and my team’s feedback including the fruit proprietor of the CRM has all been real. Unfortunately, owing of an NDA, I cannot share any details almost workloads and functionality realized.
How did SENLA accomplish from a project treatment standpoint?
They accomplished fully. They always recoil on time without delays and are always prompt to help us.
What did you find most forcible almost SENLA?
I have experience with separate preparers, and SENLA differs from them with their nimble access and fast response time. Also, their staff is dedicated to working hard. This mattered owing it was distant work. We never felt that the team we were working with were working on different projects.
Are there any areas SENLA could better?
Currently, I have no issues with them. All of our concerns were both little and eliminated during the leading month of our union.
