Jul 02, 2024
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Service categories
Service Lines
Cloud Consulting
Domain focus
Banking & Financial Services
Challenge
The goal was ambitious: replace a 10-year-old legacy CRM system with Salesforce and fully automate all core business processes. As an experienced digital transformation advisor and Salesforce partner, Vention was fit for the job, so our team of senior developers and Salesforce specialists set to work.
The goal was ambitious: replace a 10-year-old legacy CRM system with Salesforce and fully automate all core business processes. As an experienced digital transformation advisor and Salesforce partner, Vention was fit for the job, so our team of senior developers and Salesforce specialists set to work.
Solution
- We interviewed key users and performed a thorough requirements analysis to get the inside scoop on IC Markets’ current sales processes, corporate hierarchy, and goals.
- Our team outlined a detailed tech strategy and scheduled all required workshops and training.
- We set up Salesforce Sales Cloud and then migrated data from the existing CRM. We also customized the synced database, elevating the customer experience across every touchpoint.
- Vention’s engineers configured advanced reports and dashboards for increased visibility, enabling IC Markets to track sales spikes and generate brand loyalty.
- We interviewed key users and performed a thorough requirements analysis to get the inside scoop on IC Markets’ current sales processes, corporate hierarchy, and goals.
- Our team outlined a detailed tech strategy and scheduled all required workshops and training.
- We set up Salesforce Sales Cloud and then migrated data from the existing CRM. We also customized the synced database, elevating the customer experience across every touchpoint.
- Vention’s engineers configured advanced reports and dashboards for increased visibility, enabling IC Markets to track sales spikes and generate brand loyalty.
Results
Our joint efforts have given IC Markets a 360-degree view of their customer base, as well as allowed them to automate the KYC (“know your customer”), lead generation, and account management processes. The new CRM system also reduced the new user onboarding time by 30 percent.
Our joint efforts have given IC Markets a 360-degree view of their customer base, as well as allowed them to automate the KYC (“know your customer”), lead generation, and account management processes. The new CRM system also reduced the new user onboarding time by 30 percent.