Client Overview
A financial services firm sought to leverage Salesforce for client relationship management but lacked a clear strategy. Their previous consultancy vendor delivered generic advice that failed to align with their unique business needs.
Initial Challenges
- Undefined Goals: The firm lacked a roadmap for implementing Salesforce effectively.
- Generic Solutions: The outsourcing vendor’s recommendations were not tailored to the financial sector.
- Cost Overruns: They incurred significant costs without achieving meaningful results.
How Dev4Clouds Solved It
- Customized Roadmap: Our Salesforce Consultancy Package included workshops with key stakeholders to define clear objectives, such as improving client engagement and automating compliance processes.
- Industry-Specific Solutions: Designed tailored Salesforce configurations for financial tracking, client onboarding, and regulatory compliance.
- Cost-Effective Strategy: Delivered actionable recommendations within a fixed consultation fee.
Key Comparisons
- Outsourcing Vendor: Provided a one-size-fits-all approach, resulting in wasted resources.
- Dev4Clouds: Delivered targeted solutions aligned with the firm’s goals, maximizing ROI.
Results
Saved 20% in operational costs by automating compliance reporting.
Achieved 100% adoption of Salesforce across teams.
Increased client retention by 15% through improved relationship management.
