TAB Bank was looking to grow their SF org by moving all commercial real estate lending operations out of spreadsheets and into SF. They needed a partner to help them make the big move and customize SF to meet their needs.
CRSTH had been using SF over a decade and had hit a time of rapid growth. They knew the value of SF but needed to be more cost effective in order to keep up with the changing needs of the company. They needed a partner to help them find a way to decrease operating costs for SF, so they could continue growing the business for the future.
The client faced low Salesforce adoption, poor opportunity attribution, and a fragmented application architecture. With limited data and disconnected systems, they lacked a unified member view and efficient lead and sales process management, prompting the need for a rearchitected CRM solution.