How Salesforce CRM Revolutionised The Fintech Industry

How Salesforce CRM Revolutionised The Fintech Industry

How Salesforce CRM Revolutionised The Fintech Industry

The Salesforce CRM system software allows organizations to store customer data, including names, phone numbers, emails, etc., and keep track of activity. Sales Cloud, a drag and drop product offered by Salesforce CRM, incorporates all the customer information in one platform. Made specifically for sales reps, these systems optimize CRM in banking sectors in a myriad of ways.

How does Salesforce CRM help in the Fintech industry?


Fintech software companies, which mostly deal with financial services, vary from smaller corporations to larger ones that require large amounts of data processed. For a company of any size, Salesforce CRM is of great value in the following ways:

All the customer info in one place
Instead of calling each customer individually and enquiring about loan requirements, and then recording them on paper, sales reps from the fintech industry can now organize all the details in one place. Additionally, the Salesforce Cloud will keep the information synchronized across a single database for the entire organization.

Secure storage of critical information
Sensitive information that fintech software companies tend to collect requires extra discretion on the company’s behalf. Salesforce helps companies encrypt their data and store it safely so that no customer has their data leaked or misplaced.

Advanced scaling
A good sales reps team will be able to increase the number of customers that a company has within a short period. With more customer information coming in, sales reps will have to automatically allow some of the data processing to take place. Salesforce allows you to scale from the very beginning, expanding the database according to scale.

Report creation
Identifying relevant data, forming links within them, and presenting it in a compiled report can be time-consuming for the sales team. Salesforce can provide a complete report with just a few clicks, with correlations and suggestions formed immediately.

Sync across devices
Nobody works on just one device anymore – if you want to check data on the run, Salesforce offers mobile and desktop synchronization that allows you to track customer information anytime and anywhere.

Helps with campaigns and tracking
CRM in banking sectors is required more than ever during campaigns, festivals, and events. While the data that goes in and out of the company is easy to document, it may not be easy to keep track of it. With the lightning-fast searching services offered by Salesforce, you can find a customer’s information, their place in the campaign, and more in a few seconds, without scouring through registers.

Enhanced lead conversion
Sales Cloud can provide lead tracking from the second you receive them till your customer signs the agreements. By offering insights and analysis of each lead, the CRM platform helps organizations make results-driven decisions.

By piecing together millions of bytes of data and presenting them in a crystal-clear format, Salesforce CRM has helped the fintech industry make better decisions, deliver faster results, and manage their customer relations in a well-informed manner. The software also assures the customers that their needs will be met swiftly with well-equipped sales reps, enhanced security, and efficient recollection of data.

Looking to implement a CRM solution but don’t know how? Get in touch with a Salesforce Gold Consulting Partner like Manras to unlock endless opportunities. 

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