Customer Success Story

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.

cadence-salesforce
COMPANY

Cadence Bank

INDUSTRY

Banking

HEADQUARTERS

Atlanta, Georgia

COMPANY SIZE

1800+ Employees

WEBSITE

cadencebank.com

Salesforce Challenges

How Access Global Group Supported Cadence Bank During Rapid Expansion

  • 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

Salesforce Solutions provided to Cadence Bank by Access Globa Group

  • 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 Salesforce Results with Access Global Group Services.

  • 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.

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