National Bankers Trust

Project Description

Client
 National Bankers Trust
Project URL
 Visit online

Overview

National Bankers Trust (NBT) is a leading provider of innovative cash flow and financial systems for small and mid-size B2B companies in the U.S. Since its founding in 1995, NBT has been recognized as an industry leader and trusted resource for achieving superior results for its clients. The company has accomplished this by delivering proprietary end-to-end business financial solutions that productively lead to greater financial freedom.

 

The Need

  • NBT wanted Salesforce services for customization of leads and contacts for their entire field staff and executive body.
  • Build efficiency and speed to create quotes
  • Build custom fields and integrate various fields into a quote creation

 

Our Solution

  • Implemented salesforce.com with complete list of sales and marketing modules.
  • Customized specific banking equations like Bucket rate, forecasting etc
  • Implemented custom contracts and signatures.
  • Access restrictions depending on user role
  • Custom dashboard and detailed reports
  • Custom workflows

 

Results

  • Quick cross referencing and customized reports
  • Easy contract management with approval workflow
  • Monitoring and managing cash flow of small and mid sized companies.
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