A prominent financial services provider aimed to overcome operational inefficiencies caused by fragmented CRM systems and disconnected platforms. To modernize its infrastructure and enhance customer engagement, the firm partnered with Coforge to implement Salesforce Sales Cloud. By unifying CRM systems, integrating real-time data flows with MuleSoft, and automating onboarding and case management, the organization achieved a 360° customer view, improved sales conversions, and reduced operational costs.