-
40% cost saving
-
c.40% increase in onshore bandwidth
-
Access to real-time, error-free CRM data
-
Less or no time spent on admin tasks
CLIENT CHALLENGES
- Independently liaise with c.250 users to obtain data
- Clean and migrate c.1m data points (accounts and contacts) to Salesforce
- Implement workflow processes for different modules (account and contact onboarding, account closure, offboarding, distribution mapping, etc.) in consultation with Salesforce developers
- Automate operational intelligence/reports and visualisation through PowerBI
OUR APPROACH
- Set up a team consisting of Salesforce developers, business analysts and administrators
- Liaised with c.250 global users to obtain data to be migrated to Salesforce
- Cleansed c.1m data points using SQL and Python and bulk uploaded to Salesforce
- Worked with the core onshore team to finalise data fields, links, integrated modules, validations and business logic to be used for processes
- Worked closely with the developers to implement the workflow process
- Documented processes for BCP through SOPs
- Produced and visualised operational reports (client profitability, KPI, client activity to commission correlation, etc.) using automation tools and PowerBI
IMPACT DELIVERED
- Hassle-free, end-to-end Salesforce implementation
- Less or no time spent on admin tasks and implementation
- 30-40% cost saving vs hiring onshore
- Ongoing validation of SOPs and process documentation
- Guaranteed access to real-time, accurate and streamlined data for better decision making
Thank you for sharing your details
Your file will start downloading automatically
If it does not download within 1 minute,
Share this on
