Salesforce implementation for a fintech company

An Indian fintech company wanted to make use of the latest technology solutions in order to help them achieve scale in their business.

35%

reduction in case handling time

25%

improvement in agent productivity

40%

increase in Service Cloud ROI

Summary

Project Hightlights

  • Salesforce Service Cloud
  • Integration with REST API and OAuth 2.0
  • Lightning Component Framework
  • Business analysis and process mapping
  • Continuous onboarding, maintenance, and user enablement

Challenge

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.

They needed a technology partner capable of designing and executing a Salesforce implementation strategy that aligned with their growth ambitions while ensuring data security, scalability, and integration with their existing fintech systems.

Solution

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 streamlining processes, improving accessibility, and enhancing automation, we helped the client achieve greater visibility and collaboration across departments.

Results

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.

Ultimately, the Salesforce Service Cloud implementation led to increased ROI and positioned the client for long-term digital growth.

Industry

Technology Startup

Application type

Efficiencies, Extensions

Technologies used

  • Salesforce,
  • AngularJS

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