Dynamic Lead Management using Salesforce Portal for Touch Accounting
Executive Summary
Our customer is a prominent player in the finance industry, specializing in invoice finance. They confronted challenges when their accountants and partners needed to collaborate on complex projects. They also found challenges while accommodating multiple companies requiring efficient lead and opportunity management.
Project Highlights
- Insights into how the portal enhanced the user experience for accountants and partners.
- Details about the dynamic visual tools for better visualization and management.
- How to streamline financial processes and reduce errors with a portal.