Published:
May 08, 2025
Category:
Salesforce Sales Cloud
Client location:
United State
Client Overview :
I n a competitive financial market, a leading firm turned to Sales Cloud for financial services, implementing AI-powered tools from Salesforce to unify communication and strengthen engagement. Facing challenges with fragmented communication and inconsistent follow-ups, the company partnered with EvoqTech to implement Salesforce Sales Cloud, enhanced with AI-powered insights and automation tools tailored for the financial sector.
The result was a smarter, more connected client experience. Sales teams were empowered with real-time data, automated task reminders, and predictive analytics—allowing them to deliver timely, personalized interactions at every touchpoint. These enhancements not only improved operational efficiency but also fostered trust and loyalty, leading to a 25% increase in client retention and a noticeable uptick in the speed of deal closures.
“Fragmented communication strains vital client connections, Smart automation and insight build loyalty and accelerate success.”
– Business Needs
Technical Contribution:
- Conducted a detailed SEO audit to identify high-value keyword opportunities, focusing on niche enterprise software terms.
- Created and optimized a content strategy that aligned with both user intent and SEO best practices.
- Implemented on-page SEO improvements across high-value service pages and blog content to enhance keyword ranking.
- Developed a comprehensive backlink strategy to build domain authority and improve search rankings.
- Generated high-quality blog posts targeting key industry challenges, helping position TechSolutions as an industry thought leader.
- Used advanced tracking and analytics tools to measure SEO performance, providing ongoing adjustments and reporting to improve results.
Benefit Delivered:
- Through this strategic transformation, With Sales Cloud for financial services, EvoqTech transformed the firm’s client engagement strategy—boosting retention by 25% and enabling faster, smarter deal closures. By leveraging technology to understand and anticipate client needs, the company built stronger relationships, streamlined its operations, and positioned itself as a modern, customer-centric financial partner.
