SUCCESSFUL TRANSITION FROM LEGACY SYSTEM TO SALESFORCE

One of our customers from the finance sector approached us for migrating from legacy system to salesforce
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BUSINESS CHALLENGES:

A Financial Institution, where still legacy processes were used and data was residing in Excel had to be migrated to the Salesforce System.

SOLUTIONS:

◉ Configured and customized the Cloud lending AppExchange product
◉ Implemented integration with Composite API, Exposed web service REST API, Callout to third party external       system to DP Experian, Perfios, AWS system
◉ Build a 360-degree view for the Underwriter, to have all information in one place
◉ Configured the scorecard model to generate the score based on different parameters of the business.

RESULT:

Time take for Credit decision was reduced drastically and 360-degree improved Inter-Department Data Tracking resulting in better customer satisfaction level.

Contact Us

Our mission is to be your Trusted Real Estate Technology Partner. We are excited to simplify the technology for you and we are obsessively passionate about it. We are a Salesforce Partner offering consulting projects & Manage services with our niche in the US Residential real estate domain.

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