Sentinel - Salesforce.com solution delivered using Agile

Using Agile methodology Sentinel now has a Customer Relationship Management system that allows their advisers to access and manage their leads, giving greater visibility of sales pipelines, while also ensuring that updates made by advisers are seamlessly reflected back to Sentinel.

“Fronde’s professionalism was second to none. We absolutely trust their advice and technical expertise and are thrilled with the final solution.”

Garry Bishop, Operations Director, Sentinel

Client

Sentinel is a New Zealand financial services company specialising in home equity release loans, delivered through independent financial advisers located throughout the country.

Challenge

Under its existing CRM system, Sentinel’s busy sales force and operations team were frustrated by ongoing data integrity issues, laborious administration and the inability to access full functionality remotely.
Sentinel approached Fronde as Salesforce.coms New Zealand go-to-market consultancy partner.

Solution

Fronde implemented a Salesforce.com business-to-consumer model, as well as deploying Salesforce.com’s Partner Relationship Management (PRM) portal for use by Sentinel’s independent advisers.
The implementation of a new technology platform, coupled with Sentinel’s unique requirements and priorities, made Agile an ideal methodology for the project.
The Agile framework, managed by Fronde, assured Sentinel that the final solution would be completed on time and on budget, while also being able to accommodate changes to the project scope.

Business benefits

As a hosted (SaaS) solution, Salesforce.com eliminates high infrastructure costs and can easily scale as Sentinel’s business needs evolve.

Double handing of administration has also been reduced since the Saleforce.com deployment and reports can now be run quickly and easily.
Salesorce.com has enabled Sentinel’s financial advisers to accurately track business leads and allows the company’s satellite advisers to access the CRM system remotely.

To read full detail, download Top notch solution delivered for Sentinel (pdf 38kb)

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