Financial businesses have relied on Salesforce for over a decade to boost productivity and handle customer data. Advisors may now spend even less time on administrative work and more time helping clients achieve their life objectives thanks to Financial Services Cloud powered by Lightning.
Our Integration Services Include:
That isn’t a new concept. However, how you manage and maintain these relationships in the modern company is quite different. To develop connections with present and future customers, generate sales, and deliver the correct product at the right time, it’s preferable if you have something like business acumen — you’ll also need the right CRM software. Salesforce financial services cloud is a key CRM solution that provides standards and customer loyalty, as well as real-time access to critical data, transparency into individual customer experiences, and actionable insights at any time.
1. Developing Salesforce integrations with specific partner tools.
2. Finance Cloud Services system data conversion to the Salesforce model
3. Returning Salesforce data to a Financial Cloud
4. Using Salesforce Financial Cloud Integrations to streamline your workflows
Benefits of Salesforce and Finance Cloud integration
Integrate Salesforce with any Transportation Management System
Fiserv
Fiserv, Inc. is a multinational payments and financial services technology company. Account processing and digital banking solutions, card issuer processing and network services, payments, e-commerce, merchant acquiring and processing, and the Clover cloud-based point-of-sale solution are all services provided by the company.
With a Fiserv Salesforce integration, you can send key account processing data from Fiserv to Salesforce, including deposits, loans, accounts, and more.
Sage
Sage Pastel Partner Advantage is more than just accounting software for small businesses. It is a comprehensive small company accounting software solution that assists small and medium-sized businesses in managing and gaining control of their operations.
Sage ERP EDI connectivity allows you to use real-time paperless communications to support all of your company activities. This capacity allows you to maintain a more direct and efficient information flow between your departments as well as your business partners.
Finastra
Finastra Limited is a provider of financial software. Retail banking, transaction banking, lending, and treasury capital markets are all served by the company’s products and solutions. Finastra was regarded as the world’s third-largest financial services firm.
Finastra’s integration with Salesforce allows relationship managers to spot the greatest prospects faster, improve customer interactions, decrease errors, and maximise revenue. It’s built to enable effective end-to-end workflows that boost your company’s transparency and operational efficiency.
Why Choose Us?
Our team of Certified Salesforce Consultants includes Software Engineers, Technical Architects, Business Analysts, Project Managers, Quality Assurance Engineers, and Certified Developers. that ensures our clients are utilizing the complete potential of Salesforce by providing them tailored-made solutions. Rolustech has been working with Salesforce and similar technologies for many years. Many of our consultants have worked in the transportation and logistics sector and understand what it’s like to be in your position.
