Deliver Exceptional Customer Experiences With Digitized Processes

1. Deliver Exceptional Customer Experiences with Digitized Processes ================================================================================================== Just like any other NBFC organization, Ambit Finvest was facing challenges of a lengthy field sales journey from loan request to disbursal with its physical form-based manual sales processes. Additionally, their data reporting was prone to errors as the sales team had to process the collected data to gain actionable insights manually in the absence of a central repository for reports. So, how did they overcome these challenges? They collaborated with a Salesforce Gold partner who helped them in the following ways: The physical forms-based sales journey was replaced with a digitized process. A mobile-ready solution with strong validations improving data accuracy was implemented that helped them track the status of their loan files in real-time and manage the work efficiently. A custom Salesforce CRM solution using Sales Cloud licenses help the entire Sales team manage their journey digitally any time.

2. An application with multiple financial touchpoints including KYC, CIBIL, LOS, Credit Ratings, etc., was integrated to make it a single source of truth for the sales team at Ambit Finvest. Such Salesforce case study examples help businesses to map out how they can optimize their workflows and deliver exceptional customer experiences. Speak To Our Salesforce Experts: Phone: Phone: +1 609 632 0350 Email: Email: info@damcogroup.com Website Website: https://www.damcogroup.com/client-success/increased-operational-efficiency-with- customized-salesforce-solution