BancIntelligence Leverages the Salesforce Platform and AppExchange Marketplace to Fuel Efficiencies Across All Business Groups

"We've eliminated some serious time and resource drains thanks to the power of Salesforce and the AppExchange marketplace. With the Force.com platform, we were easily able to customize an app we installed to fit the way we work."


Challenge
  • BancIntelligence—provider of the banking industry’s only online advisory solution—needed a CRM tool it could easily customize to create greater efficiencies across its sales, support, and marketing groups
  • The company’s existing GoldMine system failed to provide the comprehensive reporting capabilities it required 
  • Wireless device users wanted access to information from anywhere, at anytime 
  • The CRM solution had to extend beyond its sales group to automate myriad facets of the business

Solution
  • BancIntelligence selected Salesforce Unlimited Edition for its extensive customizability, wireless capabilities, and adequate storage—quickly deploying the solution to 22 people in multiple U.S. locations in six weeks
  • To add even greater functionality to Salesforce, the company installed the following apps—many of them free—from the AppExchange marketplace:

  • - Project and Issue Management provides one central place to submit and keep track of client feedback and suggestions, along with software bugs

    - Expense Tracker streamlines the submission and approval process; integration with accounting unifies all expense reporting within Salesforce

    - Vettro Rainmaker for AppExchange enables wireless access to Salesforce via a pocket PC

    - Bug Tracking and Quality Assurance helps the company stay on top of software problems; customized workflow rules prompt an instant email alert anytime a bug is logged

    - Campaign Membership Report allows users to create a list of all members of a campaign, including contacts and leads; custom reports are generated with one click

  • Using Force.com, the company customized AppExchange apps such as Expense Tracker to meet its specific process requirements
  • Integration with Microsoft Live Meeting, a Web conferencing tool, and the company’s calendar program allows admins to schedule and setup Web conferences within Salesforce
  • Workflow functionality automates the entire Web conferencing process—a main component of the company’s sales outreach efforts
  • Via Salesforce Mobile, BlackBerry users gain access to Salesforce on the road
  • Using Salesforce campaigns, BancIntelligence automates the routing of leads from Webinars and conferences
  • BancIntelligence easily creates reports to track pipeline, renewals, bugs, and cases
  • Salesforce automates support functions like case and solution management
  • Integration of internal data generated by Web-based applications allows user activity tracking
  • An Enterprise Decision Management (EDM) system scores clients and proactively contacts them or creates support cases based on weak user activity or other triggers
  • A self-service portal will provide external clients with access to the company’s internal knowledgebase to offset the drain on support staff resources

Results
  • Streamlined processes benefit everyone in the organization—from sales and marketing to development to customer support and accounting
  • Processes that once took five clicks now take one
  • Administrative time spent setting up Web conferences is reduced to two minutes
  • The AppExchange marketplace provides solutions that extend the functionality of Salesforce beyond CRM to streamline processes such as issue management, bug tracking, and expense reports
  • BancIntelligence can easily customize functionality to meet the company’s evolving business needs
 
View All Snapshots