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Ambit Finvest partners with Salesforce to digitise customer onboarding

By Leandra Monteiro

August 26, 2022

  • Ambit Finvest
  • CRM
  • Customer Onboarding

Ambit FinvestAmbit Finvest, the Non-Banking Financial Company (NBFC) of Ambit Group, has announced its collaboration with Salesforce, the global leader in CRM, to digitise its customer onboarding journey.

The Salesforce CRM platform enables the sales team to assess, filter, and prioritize leads and track loan applications on a real-time basis, thereby leading to enhanced sales productivity and improved approval rates. The platform provides access to real-time dashboards leading to complete visibility of the sales funnel. The platform also seamlessly integrates with third-party service providers and the core systems thereby enabling the compay to design its unique customer onboarding journey.

Commenting on the partnership, Smitesh Shah, Head-Business Technology and Transformation, Ambit Finvest said, “At Ambit Finvest, our core focus has been to develop a coherent strategy around capturing the maximum value through Digital Technologies catering to customer experience and operational efficiency. We are happy to partner with Salesforce as their highly customizable platform has enabled us to design a unique customer onboarding journey.”

Hitesh Sahijwaala, RVP Sales – FINS, Salesforce India, said, “The lending ecosystem in India has grown multifold over the last few years and technology plays a critical role in enabling businesses to cater to the unique demands of the customers. We are thrilled to partner with Ambit Finvest to provide a unique customer onboarding module that aids in redefining experiences.”

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