Salesforce + Cadence Bank
How Access Global Group Supported Cadence Bank During Rapid Expansion
Cadence Bank (formerly State Bank & Trust) is a regional bank with 98 branches in Texas, Georgia, Florida, Alabama, Mississippi and Tennessee covering commercial, business and personal banking services. State Bank & Trust experienced rapid growth, acquiring 12 banks in 3 years and needed support for these acquisitions including merging systems, CTI and efficient ways to communicate company-wide.
Company
Cadence Bank
Industry
Financial Services Banking
Solutions
Custom, Chatter, Integrations
Staff
1,800+ Employees
HQ Office
Atlanta, Georgia
Salesforce Challenges
Cadence Bank experienced the following Salesforce challenges.
⦾ Sales team did have a lead management system.
⦾ Sales team did have a lead opportunity system.
⦾ Existing sales systems did not integrate with customer master data systems.
⦾ No Computer Telephony Integration.
⦾ No file repository.
⦾ Problems integrating with Legacy financial systems.
⦾ No unique serialization for accounts across all 12 banks acquired.
⦾ No standard sales system/process across.
⦾ Reporting is very time consuming.
⦾ Call centers had lot of limitations.
⦾ CSR management was complicated in peak seasons.
⦾ Systems are very manual.
Salesforce Solutions
AGG provided the following Salesforce Solutions to Cadence Bank.
⦾ Custom Development, custom Pages, and system configuration.
⦾ Implemented Computer Telephony Integration using AM adapters & Cisco backend.
⦾ Setup Chatter & Files for internal communication & file storage.
⦾ Built custom integrations with IBM main frames and Jack Henry (Financial) system to sync data into Salesforce so sales could use.
⦾ Integrations to upsell related products.
⦾ Integrated Salesforce with over 20 systems.
⦾ Recreated the sales process. With automated workflows & approval processes.
⦾ AMC/Cisco telecom system is implemented & integrated with Salesforce.
⦾ Created a structure for CSR to work remotely from home in peak seasons.
⦾ Reports & Dashboards are implemented.
Salesforce Results
Cadence Bank experienced the following Salesforce results.
⦾ Sales now able to manage all sales-related information in one place.
⦾ Calls are now made from Salesforce and activities are auto-logged.
⦾ Chatter used company-wide for internal collaboration & sharing files.
⦾ Customer data can now be accessed from synced IBM Main Frames and Jack Henry (Financial) system.
⦾ Synced customer data now helps the sales team upsell related products to customers.
⦾ Visibility to the executive team is high trough new sales process/Pipeline.
⦾ AMC/Cisco telecom system integrations cleared 99% of their limitations.
⦾ Managing CSR’s in peak season got lot easier.
⦾ Reporting is real-time.
Success starts here, with Salesforce solutions you can trust.
For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.
