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Complete Service for Financial Service Business

Texas Based Finance Company

Financial Force Implementation

- United States - Logistics

Problem Statement

Client was hindered by the outdated as well as piecemeal nature of its legacy CRM system, which the sales personnel for its Commercial, Retail and also Wealth Administration lines of business utilized for all functions.


Fast transition and also marginal business disruption were top concerns, so Cloufi established the service in repetitive "sprints" consisting of data combination, interfaces, single sign-on, admin configuration and also technological facilities. The project was provided in two phases.

Phase 1 consisted of Salesforce system style, coding, integration and training to deliver a CRM option using smart devices, workstations and also tablets to the financial institution's 4,000 sales individuals.

Phase 2 encompassed presenting the Salesforce solution and also changing the old system.


The brand-new Salesforce service provides all stakeholders with a more user-friendly system that helps with much faster, far better decision-making and accelerates the general rate of business.

  • The rollout gets on its way to achieving the objective of 90% fostering

  • The sales group is targeting a 15% boost in cross sales in the first post-implementation fiscal year

  • Lower long-term maintenance

  • Better ensure the security of its client information

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