Custom Salesforce Implementation for Fintech Firm
Below is a modified rendering of the review: private info excluded, innate facts kept.
Introductory information
A few words almost your organisation and personal responsibilities
I was the VP of operations at a trader cash advance (MCA) broker/lender. I was responsible for launching Salesforce for our 200+ users.
Desired goal
What issue was the provider supposed to deal with?
Cloudsquare?We needed to fetch someone on to instrument Salesforce.
What were your objectives for this project?
We were aiming to increase pipeline efficiency, close more deals, and better automate our receivable/payable tracking.
Provided solution
What were the reasons for choosing Cloudsquare?
We were referred to them by antecedent clients.
Describe the project in detail.
The salesforce instrumentation included manner de-duplication logic, a full automated commission engine, and a mannerizable and scalable lead assignment/reassignment engine. They also introduced automated submissions to one or more lenders, lead sources and inner staff tracking, and an application and funding juggler.
Were there any dedicated directors or teams that you worked with?
We were assigned a project director, two business analysts, and a QA rep.
Results accomplishd
What results did you accomplish unitedly with Cloudsquare?
Lead and staff tracking efficiency grew and the application and funding juggler cut down time attached to data input. The project was instrumented on time and within budget, so it was a huge achievement. There were no surprises along the way and they delivered precisely what we scoped out. There was no bait and switch.
How do you rate the interaction and interaction with Cloudsquare?
The interaction pipeline was always open via phone calls, emails, scheduled meetings, and moment messaging.
What precisely do you attend to be the key specialty of Cloudsquare?
Their apprehension of and expertise in our activity, as well as of Salesforce, was grand. They knew precisely what we wanted, interacted effectively, and delivered the project excellently.
What should be done better, if there are any desired advancements?
There’s always room for advancement, but there were no specific areas of the project that we were miserable with.