Enhancing  Finance Business Efficiency with Salesforce Managed ServicesFinancial services

The client is a multinational corporation specializing in consumer electronics and technology solutions.

With a global presence and a diverse range of products, the client has a complex sales and customer relationship management process. They rely heavily on Salesforce as their primary CRM platform to manage sales, marketing, and customer service operations.


  • Limited In-House Expertise The client lacked dedicated Salesforce administrators and developers to maintain and enhance their Salesforce instance.​
  • Challenges with Salesforce Configuration The Salesforce configuration had become cluttered and inefficient, leading to performance issues and user frustration.​
  • Inconsistent Support Due to resource constraints, the client struggled to provide consistent support to their users, resulting in delays in addressing issues and implementing new features.​
  • Integration Complexity Integrating Salesforce with other enterprise systems posed challenges, leading to data silos and fragmented processes.​


  • Dedicated Salesforce Team We assigned a dedicated team of certified Salesforce administrators, developers, and consultants to the client providing them ongoing support and expertise.​
  • Health Check and Optimization Our team conducted a thorough assessment to identify areas for improvement. They optimized the configuration, removed redundancies, and streamlined processes to enhance system performance and user experience.​
  • 24/7 Support We offered round-the-clock support to address any issues or user queries promptly. They implemented a ticketing system to track and prioritize support requests, ensuring timely resolution.​
  • Custom Development and Integration We developed custom solutions and integrated Salesforce with other enterprise systems like marketing automation platforms. This streamlined data flow and improved cross-functional collaboration.​
  • Training and User Adoption We conducted training sessions for to ensure they fully utilized Salesforce’s capabilities.
  • ​Tech Stack: Service cloud


  • Improved Efficiency The client experienced a 20% reduction in sales cycle times through streamlined processes and optimized processes.​
  • Enhanced User Experience The 24/7 support and comprehensive training, leading to a 30% increase in user adoption and rise in user satisfaction ratings.”
  • Cost Savings The client saved a significant amount annually by outsourcing Salesforce management, avoiding the need for additional in-house staff and reducing maintenance costs by 15%.
  • Scalability and Flexibility We helped the client scale seamlessly to accommodate business growth, with implementation time for new features reduced by 40% and support for expansion into new regions.
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