endorsedOngoing

Salesforce Automation & Lead-Assignment Implementation for Financial Services

Services Covered:

Salesforce Solutions • CRM Solutions • Application Integration • IT Consulting

Industry

Financial Services

68 months

Budget

Less than 10K

Start Date

1 February 2014

Team Size

1-5

Engagement Model

Offshore

Project Capability Score (PCS)

77/100

Good

Project Capability Score (PCS) estimates how capable AllianceTek Inc. 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

AnnuitiesHQ

Canada

Project Summary

AllianceTek assisted a small financial-services company with Salesforce integration and automation, delivering planning, development, and staging/testing services. They implemented automated lead assignment and integrated third-party tools to streamline CRM workflows. The client reports the work was crucial to daily operations and business growth.

Key Challenges

Automate CRM processes, including automated dialing technologies
Keep the business organized through the Salesforce platform and implement real-time lead assignment

Project Deliverables

Salesforce implementation framework and plan
Automated lead assignment system for real-time advisor assignment
Integrations with several third-party technologies
Product staging, testing, and incremental updates

Project Solution

The vendor worked through the desired Salesforce framework with the client, breaking down the implementation into individual components, incorporating several third-party technologies, and delivering one update at a time. They developed a systematic approach to sort variables and automatically assign leads in real time to advisors. The engagement included project planning, development, product staging, and testing with iterative delivery and testing of each component.

Project Outcome

Improved daily operations and supported the client's business growth over multiple years
Consistent delivery and follow-through, with the client retaining the vendor over six-plus years

Platforms

Tech Stack

Salesforce
Microsoft Sharepoint

Client Endorsement

Overall Review Rating

4.38

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The implementations delivered by the AllianceTek team have been critical to the growth and success of their client, enabling the rest of their business to continue to improve in their day-to-day operations. Their team is communicative and bring significant industry knowledge to the table.”
Marc Johnston-Roche
CEO
Date: 10/21/2019