A leading banking and financial services institution turns the focus on customers and engages them successfully through strategic Sales Cloud implementation


About the Client

Client is a Chicago-based leading Banking and Financial Services Institution that takes pride in being committed to their customer’s success. They specialize in banking, custom lending, equipment financing, business capital loans, etc.



  • Implemented Salesforce Sales Cloud to provide customer insights, automate sales process, and marketing campaigns
  • Created crisp workflows, clear dashboards, and pleasant Lightning visuals
  • Integrated Salesforce CRM with Nautilus Loan Tracker & Fiserv Core System
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  • Sales Cloud implementation shortened sales cycle by 37%
  • Lightning Experience and workflow automations improved user experience adoption
  • Dashboards and reporting made task monitoring and performance assessment easier
  • Integration of CRM with enterprise applications afforded centralization of data

Salesforce: Sales Cloud

Technologies: Apex, Flows