Keeping the pipeline running smoothly is one of the prime things that businesses should ensure for achieving a squeaky-clean data model. A clean and organized data structure will help your sales team make better decisions that can in turn drive your ROI.
In this success story, we helped our client enhance their customer onboarding ecosystem with our custom Salesforce solutions.
Our client is a financial management software provider that helps SMEs and entrepreneurs create a comprehensive and customized finance ecosystem. Their software assists enterprises to manage cloud invoicing, billing, accounts and subscription management, expense reporting, order, and warehouse management.
Ever since the outbreak of the global pandemic, the banking needs of enterprises became more and more unique, and businesses were striving to gain a competitive advantage by personalizing their services. During this crucial period, our client’s existing system did not allow them to efficiently handle their customer onboarding process.
Our Salesforce experts at AVASOFT internalized the client’s problem and provided a scalable data model to overcome their business challenges.
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