Case Study: Janalakshmi Financial Services achieves streamlined operations and improved customer service with Salesforce for Nonprofits

Janalakshmi Improves Core Operations for Micro-finance Business

Janalakshmi Financial Services is a micro‑finance organization serving the urban poor in India, offering small savings, financial literacy and advisory services. To scale impact they needed to streamline lead capture, provide easy access to loan documentation and account information, track collections effectively, and analyze account status within a single customer management tool.

Working with Wipro, Janalakshmi deployed 150 Sales Cloud licenses across its head office and branches, integrated Salesforce with existing applications, trained staff across roles, and customized loan forms. The centralized CRM improved data management and customer service, sped up core processes, and delivered richer reporting and dashboards that surface detailed customer analysis and new sales and cross‑sell opportunities.

Janalakshmi Financial Services