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40% cost saving
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c.40% increase in onshore bandwidth
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Access to real-time, error-free CRM data
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Less or no time spent on admin tasks
CLIENT CHALLENGES
- Be the central PoC for onboarding
- Ongoing cleansing of account, contact and client activity data to ensure streamlined data
- Assist the onshore Salesforce team with any additional support required
OUR APPROACH
- Deployed a certified Salesforce administrator and a data analyst with SQL capabilities
- Worked with the onshore team to set up the onboarding process
- Documented processes and introduced templates
- Worked with developers on modification and validations required
- Ongoing cleansing by the data analyst ensures data remains clean and streamlined
IMPACT DELIVERED
- Hassle-free deployment of required skill set
- Less or no time spent on administrative and process-oriented tasks
- 40-50% cost saving vs onshore hiring
- Ongoing validation of SOPs and process documentation
- Guaranteed access to real-time, accurate and streamlined data for better decision-making
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