Client stories
Success story 1
Trusted by over 100 million plus users, one of the most popular platforms for online recharge, bill payment, investment, and other financial services.
Success story 2
A multinational insurance company modernizes their data infrastructure and improves productivity using Salesforce.
Success story 3
A multinational, global bank providing retail, corporate and commercial banking products, streamlines their sales, service, and marketing processes for 5 different countries, using Salesforce.
Trusted by over 100 million plus users, one of the most popular platforms for online recharge, bill payment, investment, and other financial services. This app offers an easy, convenient, and secure experience and its user-friendly interface allow users to transact in no time with zero hassle at all. Continuously evolving, this application is not limited to just payments but subtly transitioning into a holistic financial services app like none other.
Challenges
- Sales and merchant onboarding were done by two separate applications, manual approved or synced btw these two apps. Data in excel
- No real time tracking/ visibilities – full time/non full- time sales team
- Manual incentive calculations
- Attendance system was manual
- Data fetching from multiple systems and manually reporting
- Merchant grievance was managed manually – one object within the app sales person can raise case on the behalf of merchant
- No single source of truth to get information
Solution
- Maintaining all the data in one single app
- Live Chat with merchant support
- Real time inventory and visibility
- Merchant onboarding compliance real time verification via integration with third party – earlier manually now automated
- Physical learning and training sessions were been conducted-now online learning and t section has been developed in the app which helps in real time learning and single version of truth across the organisation
Benefits
- Automated merchant onboarding following necessary compliance in the system.
- Field Sales Team enablement via real time attendance, incentive and learning section focusing team professional growth and eventually impacting Business Growth for all products
A multinational insurance company modernizes their data infrastructure and improves productivity using Salesforce.
Challenges
- Poor user interfaces
- Improper data mapping and duplicity issues
- Lack of documentation for the processes
Solution
- Third party integration solutions for managing client details and customer complaints
- Enhancement of the existing UI for their client intelligence app
- Data migration activity
Benefits
- Customer centric UI, automated reporting and analysis of data, standardised procedures.
A multinational, global bank providing retail, corporate and commercial banking products, streamlines their sales, service, and marketing processes for 5 different countries, using Salesforce.
Challenges
- Duplicity of customer accounts and contacts causing manual errors
- Maintaining SLA and response time to manage the enquiries was a challenge
- Very high Turn Around Time for customer complaints
Solution
- Unified view of customers across sales and service teams and multi-level duplicity check
- Milestones and Escalation matrices to reduce AHT
- Integrated CTI solution to enhance service productivity
Benefits
- Increased sales, higher customer satisfaction and efficient brand management.