Case studies

Santander Leasing

Santander Leasing is a long-standing leader in machinery and equipment financing, and a leading leasing company. As a universal leasing provider, it offers financing for a wide range of fixed assets to clients in the SME and corporate sectors.

+ 350 employees/users

Industries

Services

Challenges

Scattered data, many spreadsheets, each advisor worked differently
All customer information scattered across 7 systems
Lack of replaceability – if an employee left the company, knowledge about the customer they served was not transferred
Limited tools for top management to report on work progress
Lack of a farming process (focus on existing customers to maintain growth), the emphasis was on acquiring new customers
Obtaining information about a specific customer took a very long time due to the dispersion of information across various systems and spreadsheets
Field workers did not have easy access to customer information – they had to remember or write down all the information obtained during telephone calls.

Project scope

Implementation of Salesforce Sales Cloud with custom solutions:
- campaign module
- replacement module (to ensure continuity of customer service in the event of an employee’s absence)
Salesforce integration with 7 different systems used by the client
Digital consulting – strategy, digital transformation roadmap
Salesforce training.

Benefits

360-degree view of customers
7 systems have been combined into one
Data on business processes collected in one place: Salesforce
Better organization of the work of account managers
Time optimization
Top management has a 360-degree view of advisors and insight into their work status
Customers are automatically assigned to advisors by region
A custom substitution module in Salesforce allows you to change the employee assigned to a given customer
A custom campaign module reminds salespeople when to call the customer by sending alerts/notifications
The Salesforce mobile app allows field salespeople to add the necessary customer information on the go.

Cloudity understood our needs perfectly from the outset, which later translated into improved implementation time. Planning was excellent! For such a complex project, there wasn’t even a single day of delay, which, in my experience, is extremely rare. Professionalism, professionalism, and even more professionalism, in virtually every aspect of the collaboration.