Enhanced Reporting: Set up cross-object relationships to reflect complex financial relationships
Centralized Source of Truth: Coordination of investment contacts and associated property management discussions; centralization of those into a repository of activities that can be distributed by a mobile device
Sponsorship Management: Streamlining of sponsorship to align with missions.
How we customized Salesforce for a client in the financial services sector:
Auto Financial Group
Tasks:
- Set up custom object to track and report on details of loan and vehicle
- Set up cross-object relationships to report on specific lender and dealer portfolios
- Set up dashboards to track quoting activity and funded loans
- Set up amortization tables for reporting and insurance tracking purposes
Wins:
- Management has instant access to critical business information
- Automations have saved staff numerous hours of manual work
- Clients have access to sophisticated reporting
Quixo consulting plays an essential role in helping us maintain and develop our Salesforce instance. We have grown a lot over the last couple of years and had to develop many new processes and integrate the system with other platforms at a very quick pace. Quixo takes our requirements and develops elegant and efficient solutions that we can easily adjust and maintain ourselves. I’ve worked with other consultants and no other team has grasped requirements as quickly and without a lot of back and forth as the Quixo team has. I would highly recommend them!
– Monica, Auto Financial Group
Previous Clients in Financial Services
