Nucleus found that Sequoia’s “team of 65 users, on average, saves 0.8 hours each, daily, from the improvements enabled by Financial Services Cloud. Additionally, the company was able to avoid hiring an additional full-time equivalent (FTE) as well as simplify its information technology (IT) ecosystem by transitioning off Microsoft Dynamics and reducing costs associated with an additional CRM solution.”
Sequoia Financial Group, a company that provides financial advisory services for business owners, retirees, young professionals, and high-net-worth private clients, deployed Salesforce’s Financial Services Cloud to modernize its customer relationship management (CRM) solution and help serve more clients at scale.
Key benefits highlighted in the case study include:
- Reduced additional headcount
- Increased productivity
- Eliminated software subscriptions
“Rather than configure an ecosystem of disparate applications, Sequoia elected to leverage the Salesforce platform as much as possible for CRM, productivity, accounting, and reporting,” said Daniel Elman, lead CRM analyst at Nucleus and author of the report. “This unifies information across silos, enables cross-departmental visibility, and delivers additional ROI from having easy access to more high-quality data that guides decision making.”
About Nucleus Research
Nucleus Research is a global provider of investigative, case-based technology research and advisory services. We deliver the numbers that drive business decisions. For more information, visit NucleusResearch.com or follow us on Twitter @NucleusResearch.