Salesforce
for Finance
Lasting solution for financial services organisations to grow with automation.
Salesforce Features for Finance
Provide us with details of your Salesforce project needs and we'll plan a discussion to cover timelines, budgets, and next steps.
A unique portal where clients can leave their applications for mortgage consideration and have access to groups, experts, and customer MVPs. This solution allows customers to find answers fast by automatically surfacing the information they need from multiple sources. Thus, accelerating process applications for mortgages.
Implementation of a Partner Community for distributors selling mortgages with a commission. It enables partners to collaborate on leads or prospects and opportunities or deals. And deliver an increase in sales through resellers, distributors, agencies, and brokers.
The integration allows creating a connection between the database and the scoring system to identify opportunities according to data from the system. It provides Salesforce to collect all data from the already existing bank system and generate nearly any payment schedule.
Einstein Bots allows you to free up some of the agent’s time and provide your customers with answers to trivial questions about order status, flight details, etc. Einstein Article Recommendations allows users to solve user’s problems faster and more efficiently.
To empower service agents to find answers and deal with cases faster, Service Cloud enables creating a comprehensive knowledge base for agents. Thus, it encourages customers to solve their issues and find answers to their questions by using inner articles.
Customer service requests automatically transfer into cases. Case Management covers the whole case lifecycle: creation, prioritization, assignment, escalation, reassignment, and closure. Case management helps customers to gain a better post-purchase experience and resolve their problems faster and smarter.
Reviews
Join 250 + companies who’ve reached Salesforce bliss with Routine Automation
They’ve saved the team more than $112,000 this yearThanks to Routine Automation’s work, the client’s ROI is great.
Their excellent communication and adaptability to the client’s processes have been key to the project’s success. Their main strength is their expertise — they have great Salesforce engineers. They should keep doing what they’re doing.
They’ve saved the team more than $112,000 this yearThanks to Routine Automation’s work, the client’s ROI is great.
Their excellent communication and adaptability to the client’s processes have been key to the project’s success. Their main strength is their expertise — they have great Salesforce engineers. They should keep doing what they’re doing.
They’ve saved the team more than $112,000 this yearThanks to Routine Automation’s work, the client’s ROI is great.
Their excellent communication and adaptability to the client’s processes have been key to the project’s success. Their main strength is their expertise — they have great Salesforce engineers. They should keep doing what they’re doing.
They’ve saved the team more than $112,000 this yearThanks to Routine Automation’s work, the client’s ROI is great.
Their excellent communication and adaptability to the client’s processes have been key to the project’s success. Their main strength is their expertise — they have great Salesforce engineers. They should keep doing what they’re doing.
They’ve saved the team more than $112,000 this yearThanks to Routine Automation’s work, the client’s ROI is great.
Their excellent communication and adaptability to the client’s processes have been key to the project’s success. Their main strength is their expertise — they have great Salesforce engineers. They should keep doing what they’re doing.
Benefits for Finance
Achieve the best results for your financial organizations with finance CRM
the mortgage process
getting a mortgage loan
customer experience
workload
Salesforce for
Finance FAQ
What is Salesforce for Finance?
Salesforce for finance is cloud-based financial services CRM solution – Salesforce Financial Services Cloud - that enables to provide of a better banking experience and retains clients across financial products and services.
What is the timescale to implement Salesforce?
The project timeline depends on the scope of work and estimation. The approach typically includes phrases such as design and specification, implementation, testing, deployment, and development stages. As a result, the timeline can vary ranging from a few weeks to several years. For a more accurate estimate, please contact us and provide details about your project.
What’s the cost of Salesforce implementation for financial services organizations?
The cost of your project will be determined by various factors, including the scope of work, project timeline, and rates of a Salesforce partner. Feel free to reach out to us to discuss your specific business needs and receive a personalized estimation that aligns with your requirements.
Is it possible to implement Salesforce in-house without external help?
While it is possible to implement Salesforce independently, it comes with risks associated with the proficiency of hired Salesforce specialists. To fully maximize the potential of your investment, we recommend collaborating with an experienced Salesforce partner who possesses the necessary expertise, assumes risks, takes responsibility, and provides ongoing support to ensure the success of your Salesforce implementation.
What are the benefits of considering a Salesforce Partner?
We know that a proficient Salesforce Partner is more than just an order taker. Act as business consultants who listen attentively to your needs and provide valuable insights. Working with a Salesforce Partner who can offer technical expertise to cover your finance-specific requirements and possesses technical proficiency is imperative for a successful Salesforce implementation.
