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The Fintech company invested in Salesforce CRM to help manage their customer data. As the business grew quickly, the existing implementation quickly became not fit-for-purpose.
The main challenges we identified were;
This implementation of Salesforce in the company’s infancy resulted in poor user experience and adoption. Moreover, instead of the single view of the customer they’d hoped for, they had fragmented data and inefficient business process.
The Fintech company engaged Trigg Digital to act as an important partner for their growth and expansion.
Using a combination of Salesforce Sales Cloud and Pardot, the Trigg team set up the Fintech company for growth.
The ambitious project was delivered with phased timelines to achieve immediate impact.
The Fintech company have worked with Trigg Digital for 4 months and developed a strong relationship, with Trigg acting as an extension of the team.
We also leveraged our in-house experience to coach Fintech Co to be able to self manage their Salesforce CRM system