Salesforce implementation for a edtech company
An Indian fintech company wanted to make use of the latest technology solutions in order to help them achieve scale in their business.
improvement in service response time
increase in agent productivity
growth in Service Cloud ROI
The Customer is an Indian fintech startup, which is using technology to extract better value from every transaction. The Customer helps its clients’ to accelerate sales, cut operational costs and delivering a superior customer experience. They are the undisputed leader in providing finch solutions to companies in Fashion, Electronic, Food and Healthcare.
As the business scaled rapidly, the company faced challenges in managing customer service operations, data silos across systems, and limited visibility into service performance. They required a robust, scalable solution that could unify service processes, ensure data security, and support seamless integration with their existing fintech ecosystem.
Lattium was involved in implementing Salesforce service cloud at Innoviti. We also integrated with their internal applications using REST API, OAuth 2.0 and Lightning component framework
By automating workflows, centralizing customer data, and enhancing system interoperability, the solution improved collaboration across teams and enabled faster, more informed decision-making. The implementation was designed with flexibility in mind, ensuring the platform could evolve alongside the client’s growing business needs.
The Customer got a reliable application and was able to deliver enhanced collaboration capabilities for users of their platform. As a result they were able to boost client satisfaction and increase the ROI of their services cloud.
As a result, the organization achieved higher client satisfaction, improved service visibility, and a measurable increase in ROI from Salesforce Service Cloud, positioning the business for sustained growth and long-term digital success.
Technology Startup
Efficiencies, Extensions
