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BFSI

Challenges
  • Finance companies which provide debt funding needed a system to manage their portfolio of borrowers while winning new business.
  • Connecting with current database like SQL is one of the biggest challenges.
  • The system took too much time to manage and was temperamental.
Solution
  • Salesforce CRM helps to manage its borrower portfolio.
  • Salesforce CRM provides full tracking of new leads and opportunities.
  • Salesforce helps in reducing time to manage its portfolio data and allows more time managing its portfolio – so that risk adjusted returns improve.
  • Salesforce helps by providing a workflow and schedule for handling documentation and payments.
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