A fintech company specializing in consumer financing and lease-to-own purchase options revolutionized their sales operations by partnering with Persistent to implement AI-driven real-time insights and predictive analytics, thereby enhancing efficiency, accuracy, and competitive edge.
The Challenge
The client needed to enhance their competitive edge with the help of AI. Their goal was clear: to revolutionize their sales operations. They wanted to provide real-time sales insights while maintaining data integrity, automate tasks to boost salesperson efficiency, respond to sales requests more swiftly, and deliver comprehensive account summaries to help their administrators and analysts work more efficiently.
The Solution
Working closely with Persistent, the client transformed their processes into a dynamic, real-time experience, ensuring that every aspect of sales and financial management was optimized for efficiency and accuracy.
With Einstein Discovery, they gained predictive insights, allowing them to forecast both individual and team sales with unprecedented accuracy. Sales GPT powered proactive actions, ensuring that sales targets were not just met, but exceeded. Seller Home provided an intuitive interface for account summarization and comprehensive financial overviews, making it easier than ever to stay on top of financial summaries in real time.
Experience Cloud brought engagement metrics to the forefront, offering real-time insights that kept merchant engagement at its peak. The technology also provided real-time funding insights and predictive funding patterns, complete with risk indicators, ensuring that every financial decision was backed by robust data.
In this seamless integration of advanced technologies, sales forecasting evolved from a mundane task into a powerful tool for strategic decision-making, driven by real-time insights and predictive analytics.
The Outcome
- Unparalleled Forecasting promoting accuracy and efficiency.
- Increased Engagement resulting in higher conversion rates.
- Enhanced Risk Management for faster response to funding needs.
Products
- Salesforce Sales Cloud
- Salesforce Einstein AI
- Salesforce Experience Cloud
