endorsedOngoing

Salesforce API Integration for Financial Services

Services Covered:

Custom Software Development • CRM Solutions

Industry

Financial Services

Duration

69 months

Budget

Less than 10K

Start Date

1 November 2020

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

79/100

Good

Project Capability Score (PCS) estimates how capable 360 Degree Cloud Technologies is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

Tustin, United States of America

Project Summary

A financial services company hired 360 Degree Cloud to integrate Salesforce with a partner platform to improve data-entry accuracy and efficiency. The vendor developed a custom endpoint and multiple APIs to connect Salesforce and the partner, resulting in automation of 40% of daily data entry. Communication was primarily via Skype and video calls despite IST–PST differences, and the client praised the vendor's responsiveness and business understanding.

Key Challenges

Integrate Salesforce with a partner platform via API
Streamline the data-entry process and improve accuracy and efficiency

Project Deliverables

Custom endpoint for partner responses
Multiple APIs for partner data retrieval
Salesforce integration

Project Solution

360 Degree Cloud provided a professional, organized integration that included building a custom endpoint for an external partner to post responses and developing multiple APIs to retrieve partner information. The engagement began with the company founder for estimates and continued with a small team (developer and business analyst) during development and rollout. Communication and competitive bidding were cited as key selection factors.

Project Outcome

Automation of 40% of daily data entry, freeing staff for higher-value work
Responsive communication via Skype and video calls despite IST–PST time differences
Client confidence in the vendor's rapid understanding and delivery of a business-specific solution

Platforms

Tech Stack

REST API

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The work of 360 Degree Cloud resulted to 40% automation of daily data entry. Despite time zone differences, the team is responsive via Skype chat and video calls. The client is impressed with 360 Degree Cloud’s ability to understand the unique situation and develop a solution.”
Frank Emerson
VP of Information Technology
Date: 01/20/2021