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.