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Salesforce Development & Implementation for Full-service Bank

Services Covered:

Salesforce Solutions • CRM Solutions • Custom Software Development
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Industry
Industry

Financial Services

Duration
Durationinfo-circle

11 months

Budget
Budget

200K - 999K

Start Date
Start Date

1 September 2018

Team Size
Team Size

6-10

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
73/100
Good

Project Capability Score (PCS) estimates how capable Noltic 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

map United States of America

Project Summary

Noltic worked alongside the bank's in-house team to deliver new Salesforce CRM functionality, a marketing package, and a bespoke third-party product hosted on a Salesforce platform (built with Laravel). The engagement improved the bank's Salesforce capability and helped the client better market and sell services to customers.

Key Challenges

  • Improve the way the bank maintains its customer data
  • Deliver multiple projects within the CRM to enhance customer data management and sales/marketing capabilities

Project Deliverables

  • New Salesforce functionalities within the CRM
  • Marketing package to support customer marketing
  • Bespoke third-party product on a Salesforce platform (built with Laravel)

Project Solution

Noltic took requirements from the client's general development team and implemented requested Salesforce functionalities within the CRM, developed a marketing package to assist client marketing efforts, and built a bespoke third-party product on the Salesforce platform using Laravel. The vendor worked with a roughly six-person team and coordinated via tools such as Jira, Skype and Zoom.

Project Outcome

  • The product went live and was successful in the market.
  • Internal Salesforce capability was built out, improving how the client sells services to customers.
  • The vendor delivered high-quality work and demonstrated strong project management and technical expertise.

Platforms

  • CRMCRM

Tech Stack

  • LaravelLaravel

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Salesforce capability has improved significantly, and the in-house team can successfully market services to customers. Noltic’s thorough approach and architectural know-how helped them meet all needs, while their superb project management made them easy to work with.”

Kyall Mai

Salesforce Program Manager

Note: This endorsement is based on publicly available client feedback from external review sources.

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