Case Study: a leading fintech company achieves real-time sales and forecasting improvements with Persistent Systems and Salesforce AI

Real-time Insights to Optimize Sales Operations

Persistent Systems worked with a leading fintech company that specializes in consumer financing and lease-to-own purchase options to improve its sales operations. The customer wanted to strengthen its competitive edge with AI, deliver real-time sales insights while preserving data integrity, automate manual tasks, respond faster to sales requests, and give administrators and analysts richer account summaries. Persistent Systems used Salesforce Sales Cloud, Salesforce Einstein AI, and Salesforce Experience Cloud to help address these needs.

Persistent Systems implemented Einstein Discovery for predictive forecasting, Sales GPT for proactive actions, Seller Home for account summarization and financial overviews, and Experience Cloud for real-time engagement and funding insights. The result was more accurate forecasting, higher engagement and conversion rates, and improved risk management with faster responses to funding needs.