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In the highly competitive financial services sector, consistent and predictable sales processes are critical to success. One leading firm was struggling with inconsistent practices across teams, leading to missed opportunities and unreliable forecasts. They turned to AiSynapTech to help streamline their operations and drive stronger results with Salesforce Sales Cloud customization.
Despite a robust Salesforce setup, the client faced inefficiencies due to fragmented sales processes. Every team had its own way of managing opportunities, leading to chaos, lost deals, and poor visibility into pipeline health.
Sales stages varied across teams, creating confusion.
Lack of standardization made accurate sales predictions nearly impossible.
Deals fell through cracks due to poorly defined sales workflows.
Sales teams often bypassed Salesforce due to cumbersome processes.
Disjointed data limited leadership’s ability to make strategic decisions.
AiSynapTech’s Salesforce experts conducted a comprehensive discovery session, aligning sales goals with platform capabilities. The strategy was built around standardizing processes, automating workflows, and enabling better forecasting.
Engaged teams to understand unique challenges and requirements.
Created a unified sales process blueprint reflecting best practices.
Developed tailored stages specific to the financial services lifecycle.
Automated quoting and pricing to remove manual errors.
Conducted sessions to drive CRM adoption and consistent use.
AiSynapTech rolled out a highly customized Salesforce Sales Cloud environment that not only standardized opportunity management but also fully integrated CPQ workflows for faster, more accurate quoting.
Introduced a five-stage standardized sales pipeline.
Built-in CPQ approvals minimized deal delays.
Automated the path from quote generation to contract finalization.
Enhanced reporting dashboards for predictive insights
Optimized UI for ease of use, driving higher CRM engagement.
KPI
Before AiSynapTech
After AiSynapTech
Improvement
Win Rate
42%
70%
+28%
Forecast Accuracy
61%
80%
+19%
Sales Cycle Duration
90 Days
65 Days
-27%
Standardized workflows and automation significantly increased sales productivity, accuracy, and predictability.
“AiSynapTech transformed the way we use Salesforce. Their team didn’t just customize a platform; they helped us reimagine our sales process. We saw immediate improvements in our win rates and forecasting capabilities. The partnership has been a game-changer for our revenue growth.”
— VP of Sales Operations, Financial Services Firm
