In the process of expanding its services, Órama was taking on the role of investment broker and needed a solution capable of being disruptive in this process, but that would also accompany it as it grew. Thus, our bond on this journey between Órama and Salesforce began.
With a dedicated team of experts in financial services, we implemented the Financial Service Cloud and Marketing Cloud. Two products that, if used with the support of an expert technical team, become key to the business, as it was for Órama.
An implementation that lasted just 3 months, but enabled access to customer data and process automation, giving space to focus on building the relationship between Órama and its customers.
In the first few months, the company began to obtain results through the solution’s predictive capabilities. With a clear view of sales actions and recording customer interactions in one place, portfolio management became easy to access and handle.
