Case studyImplementation & Integration

CRM Transformation: Streamlined Case Management for Century Finance Services

Century Finance Services, a US-based debt resettlement company, required an efficient system to manage client cases and streamline its operations. Through the greenfield implementation of Salesforce CRM and seamless integration with external legacy systems, Century Finance was able to automate case management, improve data accuracy, and enhance client services.

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Case study: CRM Transformation: Streamlined Case Management for Century Finance Services
Implementation & Integration

What we did

  1. 1

    Implemented Salesforce CRM from the ground up to handle end-to-end case management.

  2. 2

    Integrated legacy external systems into Salesforce to ensure a unified data flow and process continuity.

  3. 3

    Developed custom workflows and automated case handling for faster resolution and improved tracking.

  4. 4

    Provided training to internal teams for smooth adoption and effective use of the new CRM system.

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The results

Improved case resolution times by 35% through automation and streamlined processes.

Achieved a 30% reduction in manual errors by integrating legacy systems into Salesforce for real-time data accuracy.

Increased operational efficiency, allowing staff to manage cases more effectively and focus on high-value tasks.

Enhanced customer satisfaction through faster response times and improved service quality.

*Partnered with Coresolute LLC.

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Case Study | CRM Transformation: Streamlined Case Management for Century Finance Services