Project Name
Enhanced Client Interaction for a US-based Cash Advance Fintech Company with Our Salesforce Messaging App
Improved Message Delivery Success Rate 42%
Achieved customer satisfaction score 91%
Client Overview
Our client was a prominent US-based money lending company renowned for its expertise in merchant cash advancements and digital payments. They excel at connecting consumers with accessible capital through their intuitive online platform. Their financial services include personal loans, payday loans, and cash transfers. With a focus on providing swift and dependable financial solutions, they cater primarily to those seeking alternative financing options. Their user-centric approach ensures that clients receive efficient and reliable services tailored to their needs.
Challenges
The client reached out to us for a scalable and secure solution to address their challenges and enhance efficiency in managing client interactions. When they approached us, they encountered several challenges in managing their client interactions:
- Limited Communication Channels: Relied only on Facebook Messenger, which hindered efficient client interaction.
- Data Management Issues: Poor management on Facebook has led to missed opportunities and disorganization.
- High Volume of Messages: The overwhelming message volume had delayed their responses.
- Follow-Up Difficulties: Ineffective follow-up and reminder systems had impacted client engagement.
- Timely Updates: They faced challenges in providing updates on financial transactions.
- Client Database Organization: Managing a large client database has been cumbersome.
- Security Concerns: Risks with third-party platforms have jeopardized data security.
- Manual Process Inefficiencies: Errors and inefficiencies arose from manual processes.
Solutions
By implementing our Salesforce Messaging App—Lead Manager Ninja, we effectively addressed the client's primary challenges. Here’s how it resulted in optimal outcomes:
- Unified Communication: Enabled direct messaging via Salesforce across multiple channels like WhatsApp, Facebook, and Telegram.
- Efficient Response Handling: Improved response times for high message volumes.
- Automated Follow-Ups: Set up automated follow-ups and reminders for better client engagement.
- Instant Updates: Facilitated quick updates on transactions and loans.
- Organized Client Data: Integrated and streamlined client data within Salesforce.
- Enhanced Security: Ensured data security and GDPR compliance.
- Process Automation: Automated tasks to reduce errors and save time.
- Ninjabot Integration: Deployed a 24/7 chatbot for real-time support.
Qualitative Results
Before: 70% delivery success rate
After: 100% delivery success rate
Before: 10 minutes per message
After: 5 minutes per message
Before: 60 minutes average response time
After: 36 minutes average response time
Before: 200 inquiries per month
After: 250 inquiries per month
Before: 70% satisfaction score
After: 91% satisfaction score
Before: 40 missed reminders per month
After: 8 missed reminders per month
Before: 50 data breaches per year
After: 15 data breaches per year
Before: 10 hours per week on repetitive tasks
After: 6 hours per week on repetitive tasks
Before: 8% manual error rate
After: 2% manual error rate
Boost your Client Interactions with our Salesforce Messaging App – Lead Manager Ninja!
