Salesforce for Financial Services
Salesforce for Finance
At QRS, we help financial institutions and banks integrate sales, marketing, and service to connect with customers in a brand new way. By leveraging the super-power of Salesforce, we help finance sectors deliver more services and sell more products neatly tailored to the customer’s financial goals and needs.
What is Salesforce Financial Integration?
Salesforce financial integration comes up with functionality and the ease of use dashboard to user’s banking systems. The integration allows finance institutes to access everything from one centralized interface. By Integrating finance institutions with Salesforce CRM, we can help them manage all data in one location. This one empowers finance sectors to deliver seamless customer service.
Common Finance Sectors Benefited through Salesforce
Benefits of Salesforce Financial Services
Leverage Rich Data to Earn Loyalty
Salesforce CRM offers a 360-degree view of account holders, allowing finance institutes to understand their financial needs and find how to serve customers. With customized view support, finance institutes can organize how data is displayed to ensure staff members collaborate seamlessly around the account-holders and take instant actions on real-time insights. By delivering this service consistently, finance institutions can win more customers as well as retain customers.
Take the guessing away from everything by moving the sales process to Salesforce CRM. With authorization to real-time insights and reporting powered by AI, sales teams of the finance sector can identify, implement and close more opportunities. The banks or any other financial institutes can align sales processes across their entire organization.
Digitalize Document Process
Salesforce helps in business digitalization processes. Manual paperwork may cause inefficiencies in requirements. Salesforce CRM help institutes integrate document generation tools that automate document-driven procedures, such as origination and onboarding, to drive seamless services to the customers.
Increase Productivity with Resourceful Insights
With actionable insights and accurate data available at the fingertips of the financial sector, everyone from bank staff to wealth management executives is empowering to focus on what’s necessary with Salesforce. The powerful analytics can able to reveal priority tasks and actions, authorizing teams to drive results instantly.
Elevate the Digital Financing Experience
Salesforce CRM connects every touchpoint of financial institutions, capturing the visibility of customers. With Salesforce, financial institutes will meet future’s growing demands by executing agile, AI-powered, and automated solutions.
Find out what our valued customers have to say about us.
"QR Solutions has provided support for DSS (Department of Social Services, formally FaHCSIA) for several years now in the Business Intelligence space, primarily around the Installation and Support of Hyperion.The level off service received from QR Solutions has far exceeded what would normally be expected of such an arrangement. QR Solutions consultants demonstrate great knowledge in subject matter expertise and deliver reliable and punctual service. On occasion, I have requested assistance at short notice and they have cheerfully and willingly accommodated such requests. Their level of support is highly regarded at this organisation and I have no hesitation in recommending them to other potential clients."
"QR Solutions has been pivotal in the development of Audi Australia's Integrated CRM and Analytics platforms.With strong strategic and technical capabilities, their ability to solve complex technical business problems with effective business solutions is why Audi Australia has engaged QR Solutions to deliver these critical business platforms.”
"QR Solutions as knew exactly what was required and was able to deliver to our expectation and more. Their ability to understand the business processes and provide suggestions helped us achieve not only the desired results but also helped re-engineer some of the business processes efficiently. Although unpretentious, QR Solutions culture demonstrates professional values. We are glad to have QR Solutions as our implementation partners. We are continuing to work with them into the future. ”
Great Experience, Good feedback from clients
QRS have been responsive, diligent and extremely knowledgeable around the design and implementation of Salesforce to our business when we needed an integrated CRM platform that would help us connect with our customers in today's digital age. Being a niche industry and not too many Auto Traders utilising this platform to date, it was great to have ideas presented at the table with relevance to our day to day operation, but also linked to strategic goals that they understood. Would highly recommend!
QR Solutions are a great partner for salesforce projects: very good project management, technical knowledge is high, and they work well to keep our company on track despite our own non-project distractions. Change requests were handled effectively in a timely fashion. Overall a 5 out of 5 salesforce partner.