Best Stories of JanBask Salesforce Implementation for Financial Industry - PowerPoint PPT Presentation

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Best Stories of JanBask Salesforce Implementation for Financial Industry

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Salesforce has become a part of a number of businesses, but to take the complete advantage of Salesforce, it is must to implement it with the help of some experts. JanBask provides the completely integrated and useful Salesfoce implementation service to various organizations and here is present the case study of a financial institution, who implemented Salesforce successfully with the help of JanBask. – PowerPoint PPT presentation

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Title: Best Stories of JanBask Salesforce Implementation for Financial Industry


1
Best Stories of JanBask Salesforce Implementation
  • JanBask provides the completely integrated and
    useful Salesfoce implementation service to
    various organizations

2
Introduction
  • Salesforce has become a part of a number of
    businesses, but to take the complete advantage of
    Salesforce, it is must to implement it with the
    help of some experts. JanBask provides the
    completely integrated and useful Salesfoce
    implementation service to various organizations
    and here is present the case study of a financial
    institution, who implemented Salesforce
    successfully with the help of JanBask.

3
Selecting Salesforce For Your Business
  • (CRM) platform is the first step, which
    you take to take your company to the next level.
    The next important step for you then is to select
    the best Salesforce implementation partner for
    your business. To leverage the business
    operations of your company right from business
    management to those done by your field reps and
    they would get better connectivity, information
    insights and automation, which can provide a well
    connected and completely supportive platform to
    your business.
  • But there are a few considerable factors or
    questions, which can maximize Salesforce
    potential, if you will solve them properly
  • How to maximize Salesforce benefits?
  • How wil you ensure that it will be integrated
    properly with your existing system?
  • Who will guide your employees, so that the
    productivity will be increased?
  • How your reps will be technically facilitated?
  •   The answer of all of the questions is to
    hire an expert Salesforce implementation service
    provider, who can help you in in getting familiar
    with Salesforce and provide you and your staff
    complete guidance, so that the business
    productivity. The seamless Salesforce integration
    can be a key factor of business success and
    JanBask is one of such provider, who has helped a
    number of organizations in successful Salesforce
    implementation.
  •  

4
Success Story of a Financial Institute
  • A financial institute was facing a number of
    challenges, especially in its MAS (Managing
    Account Services) division and private wealth
    management department, like in managing their
    client interaction and tracking their relevant
    information. The division of the company involved
    a number of key user groups, including Sales
    Support team, Retail and institutional Sales
    Directors, and the MARC (Managed Account
    Research Center) and each of them were having
    their own specific requirement and expectations.

5
What Were The Challenges For Business?
  • For the MAS team requirement, which want to
    improve their distribution efforts and sales
    operation, so they want to convert their call
    center management and contact databse from
    disparate to the scalable, robust and centralized
    Salesforce.com. Here the team members of MAS team
    wants to directly access the portfolio of large
    institutional managers, other departments and
    retail financial consultants, they also wanted to
    know the available potential opportunities and be
    informed about them.
  •  
  • Apart from this the another department of them
    MARC also wants to know the clients requirement
    and manage them as well as them track them as and
    when needed. Even the Sales team of the business
    were also in need to be able to access the
    customers information centrally, they want to be
    able to access, search and access the complete
    clients information at any time from anywhere.
    The existing disparate database of the company
    did not has such capabilities.

6
How Janbask Dealt With All The Challenges?
  • When the financial institution decided to
    implement Salesforce CRM for their business
    operations, then thay contacted JanBask to
    provide the help for Salesforce implementation.
    The successful Salesforce implementation, done by
    JanBask enabled the Sales Director to execute and
    manage their everydat task more efficiently, for
    example the Director doen not become able to
    access the task done by any particular
    consultant, even he was also able to view his
    overall performance and future goals.
  • The MARC department of the institution become
    able to access and shares the information of
    every department and they become able to manage
    and access the clients requirement and the
    future opportunities, which were coming directly
    from their consultants. Even they become able to
    access such information from any place at
    anytime, even right from their cusstomers place.
    Presence of mobile solution enabled them to
    access the customers information either from
    their Android, MAC or Window device.

7
Achievement
  • In this was the proper Salesforc impementation,
    done with the help of JanBask makes every
    department of the organization enable to access
    all information and to use it as well. Not only
    this even after implementation of Salesforce,
    JanBask Salesforce certified technical
    experts/Consultants guided their employees to
    train the staff members, so that the productivity
    is increased. Any business can implement
    Salesforce for various needs of their business
    and even can transform your business operations
    execution way and provide you well managed and
    adaptable solution.

8
Contact
  • Website http//www.janbask.com 
  • 2011 Crystal Drive, Suite - 400 Arlington, VA -
    22202
  •  info_at_janbask.com
  •  1 571-777-9070
  • http//www.janbask.com/contact-us/
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