Salesforce ROI case study: Sequoia Financial Group

September 5, 2019 - ROI Case Studies T128

Sequoia Financial Group deployed Salesforce Financial Services Cloud to modernize its customer relationship management (CRM) solution and help serve more clients at scale. Sequoia also implemented Salesforce Pardot for marketing, Quip for collaboration and productivity, and Salesforce Inbox to integrate email activity with the Salesforce system. It also leverages analytics and reporting technology from Salesforce, Box for content management, and a number of applications from the AppExchange to extend the platform functionality. Benefits received include an avoided hire, retired legacy software subscriptions, and combined time savings from all the Salesforce products averaging over 700 hours per user annually.