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Scaling in Cloud Consulting with Salesforce

Scaling in Cloud Consulting with Salesforce Account the Company This IT consulting firm, boasting over 800 consultants across multiple geographies, used an Agile project delivery approach to implement SaaS CRM solutions for medium-sized businesses across APAC. It had a B2B enterprise sales team, an inside sales team for demand generation, and a marketing team. The […]

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Online Loan Approval Reimagined With Salesforce

Online Loan Approval Reimagined With Salesforce This fintech company provides small businesses with up to $20,000 in equipment loans. Operating in a highly competitive market, it wanted to leverage Salesforce to streamline loan origination and improve customer service. Business Challenges The company faced several challenges with its legacy origination platform: Slow Loan Processing: The existing […]

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Transforming Donor Management for Nonprofit

Transforming Donor Management for Nonprofit¬† About the Company This nonprofit organization is dedicated to setting up single-teacher schools in developing countries. Its mission is to improve education accessibility, and the organization focuses on regions with limited educational resources and infrastructure. Business Challenges The nonprofit faced several challenges with its existing system: Data Management: Vital donor […]