An international financial services company offering corporate payment solutions and payment cards to help businesses manage and optimize their spending.
Financial Services Sales Cloud Customization For this Customer, we had already developed external order forms for payment cards on the website, which sent all data directly to Salesforce. However, the sales team lacked internal tools to capture client information during direct interactions, such as phone calls. For example, in cases where clients had previously abandoned the online form, sales representatives were forced to reuse the same external form. This complicated data management and negatively impacted sales KPIs due to unclear lead sources. As a result, ENWAY was tasked with creating a dedicated internal order form tailored specifically for the sales team. What the ENWAY team delivered during the project: The new internal form improved how the sales team handled leads in daily work. Sales representatives could now collect client data during calls without using the external form. This made the process faster and more flexible. By offering unique promotions available only in the internal form, the team recovered leads that were previously lost when clients abandoned the online form. Lead source tracking became clear and consistent. All internally created applications were properly marked, which improved data accuracy in Salesforce and made reports easier to trust. Sales managers gained better visibility into team performance and pipeline quality.
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