ZOHO CRM to Salesforce Sales Cloud migration, financial services provider



Client: WTax


WTax provides clients with withholding tax recovery services. The company serves clients in over 100 countries and has 44 offices in all major business hubs. The company is headquartered in South Africa.



Salesforce Users:



The client initially employed ZOHO CRM.

The client initially employed ZOHO CRM. As WTax deals with vast amounts

of financial documents, dealing with different regulatory processes for tax recovery

in different jurisdictions, a lot of customizations are required to make any CRM fit

for WTax business needs. Developers for ZOHO were hard to come by, and a lot

of development and integrations had to be created from scratch.

Undertook the client migration to Salesforce Sales Cloud. The client relies on

Sales Cloud for lead and opportunity evaluation, prospect analysis, assigning

the correct documents to the proper client, and form automation.

The platform also produces invoices and is employed for payment runs.

Additional integration with AWS was implemented to secure additional

document storage. Salesforce Communities enabled the client to quickly

create a self-service center, where clients can track the status of their claims.

The efficiency, adaptability, and scalability of Salesforce allow it to serve

as the backbone of WTax business.

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