Salesforce for Financial Services

  • Lead, Account, Contact & Opportunity
  • Lease & Hire Purchases
  • Housing Finance
  • Insurance Signup & Renewal
  • Capital Financing
  • Asset Management
  • Online Finance Self-Service Portal
  • Rich, Real-Time Reports & Dashboards
  • Control on Demand of Work & Service
    Delivery
  • Secured Access Anywhere & Anytime
    with Same Credentials as Mobile App

Benefits:

  • Secure Customer Portal for your Clients.
  • Efficient Process Management.
  • Easy to Use & Savings on Human Resources and Costs.
  • 1-to- M Customer Relationship Management.
  • Multi Device Compatibility & Mobile Ready.
  • Seamless Integration with External and Third Party