A US-based B2B company specializing in financing solutions reached out to us for a way to streamline their tracking and management methods. The sales pipeline was not efficiently tracked and this affected their overall processes. Before migrating to Salesforce Service Cloud, they used dated tracking methods that were not scalable. To help streamline their pipeline, we migrated them to the Salesforce Service Cloud solution.

FinTech companies are constantly monitored and under pressure to meet compliance standards, to operate globally in multiple currencies as they scale and grow — all while having clear visibility of your financial data. Many of our customers leverage on-premise, home-grown solutions, or use software such as QuickBooks or Excel. However, investing in the right technology is crucial for success. There will always be constant demand to meet regulatory compliance and have the technology adapt in order to scale for growth.

Read how a private equity firm carveout required unique Private Equity IT Software Consulting Services from Sphere Partners.