Salesforce
for Finance
Provide us with details of your Salesforce project needs and we'll plan a discussion to cover timelines, budgets, and next steps.
The RA team builds a Community Portal where your customers can leave applications for mortgage consideration and have access to groups, experts, and MVPs. This solution allows you to find answers by automatically surfacing the information your customers need from multiple sources.
Our Salesforce engineers implement a Partner Community for distributors selling mortgages with a commission. The solution enables partners to collaborate on leads or prospects and opportunities or deals, and deliver an increase in sales through resellers, distributors, agencies, and brokers.
We configure Integration to create a connection between your database and the scoring system to identify opportunities according to data from the system. It provides Salesforce to collect all data from the already existing bank system and generate nearly any payment schedule.
Our team implements Einstein Bots to free up some of your agent’s time and provide your customers with answers to trivial questions about order status, flight details, etc. Einstein Article Recommendations enables you to solve customer issues faster and more efficiently.
To empower your service agents to find answers and deal with cases faster, our Salesforce engineers configure Knowledge Base to encourage your customers to solve their issues and find answers to their questions by using inner articles.
We implement a Case Management Solution that covers the whole case lifecycle: creation, prioritization, assignment, escalation, reassignment, and closure. Case Management helps your customers to gain a better post-purchase experience and resolve their issues faster.
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Benefits for Finance
Achieve the best results for your financial organizations with finance CRM
the mortgage process
getting a mortgage loan
customer experience
workload
Salesforce for
Finance FAQ
What is Salesforce for Finance?
Salesforce for finance is cloud-based financial services CRM solution – Salesforce Financial Services Cloud – that enables to provide of a better banking experience and retains clients across financial products and services.
What is the timescale to implement Salesforce?
The project timeline depends on the scope of work and estimation. Term like design and specification, implementation, testing, deployment, and development stages are frequently used to describe the technique. The timescale can therefore change and range from a few weeks to several years. For a more accurate estimate, please contact us and provide details about your financial services management.
What’s the cost of Salesforce implementation for financial services organizations?
The scope of the work, the project timetable, and the Salesforce partner’s fees are just a few of the variables that will affect the price of your project. Contact us to talk about your unique business demands and to get a tailored estimate that meets your needs.
Is it possible to implement Salesforce in-house without external help?
While it is possible to implement Salesforce independently, it comes with risks associated with the proficiency of hired Salesforce specialists. We advise working with a skilled Salesforce partner who possesses the required knowledge, accepts risks, takes responsibility, and offers continuing assistance to ensure the success of your Salesforce deployment if you want to fully realize the potential of your investment.
What are the benefits of considering a Salesforce Partner?
At RA, we understand that being a skilled Salesforce Partner goes beyond simple transactions. We portray ourselves as seasoned business consultants who give your needs specific consideration. Working together with a partner who possesses the technical know-how to meet your specific financial needs is necessary for the Salesforce deployment.
