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THE BOTTOM LINE

Salesforce Financial Services Cloud ROI case study: Sequoia Financial Group

Sequoia Financial Group, LLC deployed Salesforce Financial Services Cloud to modernize its customer relationship management (CRM) solution and help serve more clients at scale. The company pivoted from custom task-based processes to repeatable case-based processes to streamline efforts and standardize the documentation of customer information. On average, the team of 65 users 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.