Implementation Sales Cloud enterprise
Financial Lease is a business form of leasing where the car becomes your property. Financial Lease can be compared to taking out a mortgage on a house. You buy the car on installment whereby you determine the monthly amount yourself. Financial Lease is not tied to a bank, lease company or car brand and is completely independent and objective.
Goals Salesforce implementation:
Replacement of the old CRM system. By implementing sales force in combination with links to the 5 largest banks, a Sales employee is now able to immediately enter lease quotes at these banks. He also automatically receives accreditation back in Salesforce. Through file management, the account details, policies and contracts are immediately visible per account.