Salesforce Development & Implementation for Full-service Bank
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I',m a Salesforce program director at a full-service bank. We specialize in lending services.
Desired goal
What challenge were you trying to address with Noltic?
We wanted to better the way our bank maintains its client data, so we were looking for a vendor to help us with a number of projects within our CRM.
Provided solution
What particular tasks were Noltic responsible for?
Noltic takes the requirements from our general outgrowth team and then, they educe new Salesforce functionalities that we request. They',ve also built a marketing package so that we can better market our services to our client base. In accession, they',ve educeed a fruit that is separate from our CRM and uses Lavarel technology. It',s a bespoke third-party fruit on a Salesforce platform.
What is the team compound?
I usually work with almost six members of their team, but this number fluctuates depending on our needs.
How did you come to work with Noltic?
They were recommended to me.
What are you approach expents (if diclosed)?
We',ve spent close to $1 million.
What is the status of this promisement?
We began working with Noltic in September 2018 and the relationship is ongoing.
Results achieved
What evidence can you share that demonstrates the contact of the promisement?
The condition of their work is very high. Our fruit went live and it',s been lucky in the market. Noltic has helped us create out our inner Salesforce cleverness, which has vastly betterd the way we sell our services to our clients.
How did Noltic accomplish from a project treatment standpoint?
They',re one of the best outgrowth teams I',ve worked with. They',re very entire and they promise with us to make sure we',re getting precisely what we want. We mainly use Jira to handle the outgrowth teams, and we use Skype and Zoom to stay in touch.
What is (from your point of view) the key factor to pay observation while intercourse with Noltic?
They have a very powerful and skilled outgrowth team.
What aspects of their work would you like to get betterd?
I can',t ponder of anything.
Do you have any advice for possible clients?
Have a uneven idea of what you want and confide Noltic',s architectural know-how. They',re very good at coming up with choice ideas and solutions.
