CF CRM Implementations
We implemented a loan-disbursal-and-management system for some clients.
Worked on the Following Modules:
1) Two Wheeler Business Flow Au...
We implemented a loan-disbursal-and-management system for some clients.
Worked on the Following Modules:
1) Two Wheeler Business Flow Automation (16 months)
My Responsibilities in the Module:
• Created mobile responsive VF pages for TW loan data entry.
• Handled complex unified calculations logic over the entire flow as well as on data entry phases through VF remoting.
• Designed integrations for Posidex, Multibureau, Hunter, and Finn One.
• Implemented the mobile responsive verification module to verify telephone numbers and residence and office addresses.
• Designed the PDF documents that needed to be shared across the flow.
• Conducted business requirement discussions, task estimations, and distribution of the work to the module team of four.
2) Online TW Flow (4 months)
My Responsibilities in the Module:
• Designed three web services for automatic loan creation.
• Broke the original flow, into subparts for a better and faster experience for site users.
• Developed a web service for loan creation and web service for loan approval using the REST API.
• Made sure the loans created from online flow sync seamlessly into the Salesforce flow.
IMS Health
IMS Health wanted to leverage the marketing cloud and Salesforce syncing with an exact target to give their clients a way to embark, embr...
IMS Health wanted to leverage the marketing cloud and Salesforce syncing with an exact target to give their clients a way to embark, embrace, and transform the journey of their
customers.
My Responsibilities in the Project:
• Configured the marketing cloud journey builder to facilitate
multiple steps, branches, and segments for customers in the
sales and marketing journey.
• Designed custom emails and using the email studio.
• Used the Salesforce cloud to cloud sync features for getting marketing cloud customer data.
• Designed Lightning components for customer use cases
Salesforce side, for burndown charts, and calls location tracking.
• Designed the custom UI for IMS branding and integration with ADA Messages (their AI architecture).