About the Company
Background of Business Problem
- The bank's siloed systems across various verticals and inconsistent data management practices created duplicate records and junk data within the Salesforce system.
- These issues significantly undermined data integrity across their operations, directly affecting operational efficiency, customer service quality, and the ability to make informed strategic decisions.
- Addressing these challenges is crucial for the bank to streamline operations, enhance customer satisfaction, and leverage accurate data for effective decision-making processes.
Our Approach & Solution
Bolstered their data management strategies by integrating Salesforce with third-party applications such as Middesk and D&B Optimizer. These integrations aimed to validate and enrich data, ensuring accuracy and reliability across their operations.
Infinite executed a Salesforce Sales Cloud reimplementation following industry best practices, thereby establishing a cohesive workflow process spanning all organizational verticals.
Infinite's comprehensive approach not only streamlined processes but also optimized Salesforce utilization for improved operational efficiency and enhanced customer interactions.
To enhance data quality moving forward, implemented robust duplicate rules and data validation features.
Utilizing multiple tools, Infinite diligently cleaned up existing duplicate records and eliminated junk data.
Integrated Einstein Activity Capture to unify agent communication within a single interface, integrating Outlook seamlessly with Salesforce.
Business Outcomes
70%
Enhanced data consistency and quality across departments lead to improved strategic decision making and cost-effective operational efficiency.
50%
Reliable data-driven insights enhanced customer service and improved customer retention.
20%
Decrease in the time taken to convert leads.
30%
Increase in User Adoption.