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Unlocking Success with Salesforce Sales Cloud

Unlocking Success with Salesforce Sales Cloud

Unlocking Success with Salesforce Sales Cloud
Posted by TEAM ASCEND on 6/22/23 12:42 PM

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Managing leads and opportunities in the pipeline is a crucial aspect of the financial services industry. However, banks often encounter challenges such as the lack of a comprehensive 360-degree view of their customers, inadequate processes for managing client relationships, and limited actionable data. These hurdles can impede informed decision-making and hinder the bank's ability to thrive in a highly competitive landscape.

Ascend recently partnered with a financial services organization to overcome these challenges by implementing Salesforce Sales Cloud. Leveraging this powerful CRM solution tailored to the banking industry, the organization gained a comprehensive 360-degree view of customers, streamlined lead management processes, and optimized real-time insights into client interactions.

Discover how Ascend's expertise and Salesforce Sales Cloud transformed this financial services organization. Explore the challenges faced, the innovative solutions implemented, and the remarkable outcomes achieved. Together, let us unlock the full potential of your organization, empowering your bank to thrive in the competitive financial services landscape.


The biggest challenge encountered by the financial services organization revolved around managing accounts and clients. Without a comprehensive 360-degree view of the customer, it was difficult to track vital aspects of customer relationships. Details like the frequency of contact with reps at the bank, follow-up calls, and addresses we're hard to find. Adding to their challenges, the data was stored in Excel spreadsheets, which lacked consistency and required manual transfer to Salesforce.


The team at Ascend integrated TrustDesk and Salesforce to improve the crucial communication between the two platforms. Our experts also implemented Financial Services Cloud for pipeline management, forecasting, and activity tracking, along with Shield for security, including Platform Encryption. 


The implementation of Sales Cloud resulted in established visibility of data across the business, enabled visibility of customer engagement, and increased sales activity. Moreover, employee experience improved, resulting in higher employee engagement.

The key enhancement, however, was visibility into household accounts. All data moving forward was logged and tracked, ensuring seamless collaboration across the team and streamlined communication.

Need some help?

Are you looking to optimize your Sales Cloud experience and boost your sales performance? Look no further! Our team is dedicated to delivering customized solutions that meet your specific needs and help your organization succeed.

Contact us to learn more about how we can optimize your Salesforce org and improve your overall business processes. 

Schedule a Salesforce Consultation


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Posted in Case Study, Salesforce, Salesforce Case Study