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Integrated & Implemented All Their Systems with Salesforce

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. Cadence Bank 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.

Industry

Financial Services Banking

Staff

3,500+ Employees

HQ Office

Houston, Texas

success story

Services Performed For Cadence Bank

  • Salesforce Implementation
  • Salesforce Integration
  • CTI Implementation
  • AMC/Cisco Integration
  • Chatter Implementation
  • IBM Integration
  • Jack Henry Implementation
  • Reports & Dashboards Implementation

Product Services Included

  • Financial Services Cloud
  • CTI
  • Chatter
  • IBM
  • AMC/Cisco
  • Jack Henry

challenges

Salesforce Challenges

Cadence Bank experienced the following Salesforce challenges.

  • Sales team did not have a lead management system.
  • Sales team did not 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.
  • Time consuming reporting.
  • Call centers had a lot of limitations.
  • CSR management was complicated in peak seasons.
  • Systems were very manual.

solutions

Salesforce Solutions

FormativGroup provided the following Salesforce solutions to Cadence Bank.

  • Custom development, 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 mainframes and Jack Henry (Financial) system to sync data into Salesforce for sales’ 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 implemented & integrated with Salesforce.
  • Created a structure for CSR to work remotely from home in peak seasons.
  • Reports & Dashboards implemented.

results

Salesforce Results

Cadence Bank experienced the following Salesforce results with FormativGroup’s Consulting Services.

  • Sales can now 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 be accessed from synced IBM mainframes and Jack Henry (Financial) system.
  • Synced customer data now helps the sales team upsell related products to customers.
  • High visibility to the executive team with new sales process/pipeline.
  • AMC/Cisco telecom system integrations cleared 99% of their limitations.
  • Improved management of CSR’s in peak season.
  • Real-time reporting.

Ready to Write Your Success Story?

Awarded, Trusted & Proven to Deliver Salesforce Results

FormativGroup has been designing and delivering customized Salesforce solutions for organizations across every industry and size. Our proven track record of success and unwavering client satisfaction make us a trusted partner for your Salesforce transformation journey. When it comes to maximizing your Salesforce investment, FormativGroup is the team that helps you move forward with confidence.

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