Salesforce Consulting Services

Healthcare group of companies which had a wide variety of healthcare such as a multi-specialty hospital had a problem that they substantially lacked essential insights on lead conversion as well as the cost of acquisition per client and ROI for precise campaigns, the patient data got messed up and this powerful CRM did not enable them to connect well with their patients instead drip down on engagement and satisfaction number. So for this Bacancy Technology provided them salesforce developers which helped them by simplifying database and user interface, initiated role hierarchy modifications to limit visibility of records and thereby create a secure system, Created standard sales dashboards and the ability to view with customized options, Verified exact lead source and campaign association of online leads.-

A Real Estate Service Provider is one of the Top Reputed 500 brokerage companies in San Francisco. They chose Bacancy Technology for their SF development. Challenges faced were tracking leads and sales get tedious with increasing numbers as the month goes by, access from multiple locations to update, edit and add data, Remote data operation was almost impossible, accuracy in reporting was largely compromised which made statistics and analytics data a complicated task. Our salesforce team provided solutions to this such as unique set of integrations and custom development was addressed to various requirements, this helps us bring their vision to life to provide cutting-edge business tool like Salesforce CRM. Enabling them to achieve trustable management across the entire organization with transparency and enhanced work environment.

Our Canada based client a peer to peer lending and alternative investment marketplace that provides an opportunity for investors to lend money into small and medium-size businesses. They hired Bacancy Technology for their SF development. Challenges faced were, client wanted to advance the existing underwriting process by implementing Salesforce Lightning console, build more user-friendly platform for the underwriting team,,wanted to offer efficiencies and improvements for underwriting loan offers, should contain auto-generate documentation to speed up loan offer management. The solutions provided by our SF developers were, they worked on the customization and configuration with the enhancements of existing Salesforce console in order to ease the underwriting offers, in addition we integrated Conga Composer to generate files and documentation for Underwriters to assist funding circles.