Reduced costs and increased incident tracking with Service Cloud for trading business

Flexistax is a trading company with 30,400+ active users focused on offering cutting-edge technologies to ensure end-to-end experience for traders. Being a customer-oriented company, the client aimed to implement advanced technologies to meet market demand.

As the company was just starting business, it became harder to follow and keep track of all the processes, and the amount of repetitive routine tasks was growing exponentially. The client was looking for a reliable, customisable CRM solution to keep the track record of all customer data, manage the advanced reporting, and provide role-based access for employees.

The Newage engineering team offered a flexible Salesforce Service Cloud CRM solution that could be integrated into the customer’s ecosystem, including a microservices-based custom trading platform.

Features implemented:

• customer segmentation
• customer journey mapping
• email automation
• custom reporting

The integration was done via REST API allowing for near real-time data exchange between the two platforms and via WebSocket for real-time data exchange, ensuring that both systems have access to the most up-to-date information. This is especially important in the case of a trading platform, where timely and accurate data can make all the difference in making informed decisions.

By streamlining processes and using automated workflows, Newage enabled Flexistax to improve efficiency and reduce costs. The experienced team of professionals at Newage were instrumental in helping Flexistax find the right technology solutions for their needs. As a result, Flexistax was able to successfully launch their product into the market with confidence.