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Automating manual work in financial services

May 5, 2022 | Admin, Financial Services, Financial Services Page 2, Implementation Services, Latest News, Sales Cloud

In the financial services industry, there’s a lot of information to keep track of. If you can automate and leverage that information effectively, you’re set up for growth. That’s what we did with Crest Financial, a United States leasing company.

Crest was coming from a homegrown, manual portal to track credit and account information. This system wasn’t ideal for sales and marketing processes and demanded many tedious hours of inputting data. Simplus built out the necessary fields and automation to better synchronize Crest’s Sales Cloud instance with its operations. We also established the appropriate roles, profiles, and permission settings to handle the differences between contractors and employees at Crest. All in all, this transformation led to an 80% reduction in report creation time and a 50% reduction in data entry time for Crest. “We couldn’t be happier,” says Ben Carr, Inside Sales Manager at Crest Financial.

 

 

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