Salesforce CRM Implementation for Financial Services Firm
- CRM Consulting and SI Custom Software Development
- Less than $10,000
- Apr. 2021 - Ongoing
“They really work hard to make sure we’re fully satisfied with the quality of the product.”
- Financial services
- San Francisco, California
- 201-500 Employees
- Phone Interview
- Verified
BugendaiTech Pvt Ltd provides custom software development services for a financial services firm. They’ve helped the client set up a CRM system from scratch using Salesforce as the platform.
The client has been pleased with the new system — it’s improved their business efficiency, especially their revenue forecasting process. BugendaiTech Pvt Ltd puts in the extra work to deliver quality outputs, and they create a seamless experience by being attentive to the client’s needs.