About
Consulting services provided to a company offering a commercial service conversational platform for financial institutions to enhance online conversions and customer experience. The services included perfecting Salesforce integration, introducing process improvements, and automating accounting processes.
Challenge, approach, and impact
Unstructured Business Processes
The client’s existing workflows lacked optimization, leading to inefficiencies and manual work.
Billing & Invoicing Issues
Multi-year contracts required yearly invoicing iterations, creating complexity and manual adjustments.
Duplicate Invoicing Across Systems
Use of multiple platforms (Zoho, Microsoft Navision) led to data duplication and inconsistencies.
Limited Visibility & Reporting
The client struggled with unclear financial tracking due to unreliable Zoho reporting.
Salesforce Limitations
Solutions had to be implemented within the constraints of Salesforce Professional edition.
Document Management Challenges
Lack of a structured system for highlighting and storing critical files in Salesforce.
How we built
Testimonials
Anonymous
Prime Holding
“Bozhidar provided consulting services to a financial institution to optimize their Salesforce integration and automate their accounting processes. The proposed solution tailored to the client's needs resulted in improved product, document, billing, and invoicing management.“
Team structure
Client team
Amanda
PM
Daily point of contact
The client stakeholders at Unblu were working closely with the team at Prime Holding
Agency team
2 x Salesforce Admins/Consultants
Production