Essential Finance merges Salesforce CRM with own innovative financial services website to create powerful online investment platform

Challenge

• Achieve full integration with existing online financial services platform, as well as existing resources such as Outlook and Google Docs
• Present a uniform data interface to over 30 users whether they be in Hong Kong, Shanghai, Beijing, Bangkok or Singapore
• Streamline the management of sales and customer services
• Facilitate the roll out of upgrades company-wide
• Provide a development ground for new services

Solution

Essential Finances deployed Salesforce CRM initially for 20 users, adding extra users over time to reach over 30 users today. The company also subscribes to Salesforce Mobile to enable the mobile workforce, Connect and Sandbox for application integration and system development, AppExchange Applications for easy customisation and development of new applications, and Google Docs for document sharing across the organisation.

Results

• Single centralised hub for all customer interactions
• 24 x 7 “anywhere” access to real-time information
• Increased productivity through streamlining of processes and process consistency
• Reduction in development time by around a month for custom mailout application
• Eliminated infrastructure management and software deployment headaches, including the facility to roll out security updates effortlessly.