Finance Corporation Boosts Sales by 30% with Salesforce Automation

A non-profit finance cooperative operating across 48 states in the USA sought to offer its 1,000 member-owners unparalleled industry expertise, flexibility, and responsiveness.

The Challenge

Turning Cumbersome Sales Processes into Flexible Operations

Our client struggled with cumbersome sales processes, impacting their ability to respond quickly to customer needs.

Lengthy sales cycles and manual operations compromised the customer experience, leading to frustration and affecting lead conversion and product adoption. Their unstructured approach to testing and quality assurance meant they struggled to stay compliant with increasingly stringent audit demands.

The Outcome

Tailored Automation and Testing Strategy to Enhance Efficiency

Sutherland provided advisory and hands-on management services for a comprehensive suite of Salesforce applications, including sales, service, and marketing clouds. The strategy integrated automation to ensure every facet of our client's operation achieved optimized outcomes.

We deployed Sutherland’s CloudTestr for scriptless test automation, seamlessly integrating with existing processes and substantially reducing testing efforts. Additionally, we deployed our test automation suite with a reusable methodology across various SFDC applications for continuous quality assurance and ongoing compliance.