The client is an analytical company providing ratings, research, and risk and policy advisory services and is a subsidiary of S&P Global. Their clientele includes lenders, investors, market intermediaries, banks, NBFCs, PSUs, financial institutions, state governments, urban local bodies, and asset and wealth management firms.
End-to-End Sales Journey Management Using Manual and Legacy Tool-Based Traditional Methods Was Cumbersome, Time-Consuming, and Error-Prone
Manual Handling of Sales Processes
Inefficient Data Collection and Verification
Lack of an Integrated System for Client Data Management
No Automated System for Report Generation
Delayed Client Service Leading to Low Customer Satisfaction
Poor Reliability and Trust Due to Inefficient Processes
Damco evaluated the requirements of the client and helped them implement the world’s leading Customer Relationship Management (CRM) software-Salesforce. This helped them bring everything including lead management, customer management, mandate processing, and billing into one centralized platform that was also accessible through mobile devices.
Salesforce CRM & Lightning Experience
Robust Salesforce Maintenance and Support Services For A Better Salesforce Experience
Easier Client Management, Higher Productivity
Transitioning to Salesforce enabled the client to revolutionize the entire sales process, boost productivity and optimize costs. Here are some of the key benefits realized by the client: