Financial Services Transformation with Salesforce

How a leading Philippine automotive leasing and rental provider secured its systems and streamlined ERP integration with Salesforce Sales Cloud.

About the Organization

Financial Service is a leading provider of automotive leasing and rental solutions in the Philippines. The company aimed to strengthen data security and address integration challenges while adapting to evolving compliance requirements.

Challenges

The unsecured existing system raised concerns about data security. Integration of the current ERP system (SAPB1) faced frequent errors, duplications, and mismatches.

What We Have Done?

The implementation delivered improved data security through a cloud-based, user-oriented system, while seamless integration with government portals ensured full regulatory compliance with tax requirements. At the same time, ERP integration was simplified, reducing data duplication and mismatches and streamlining SAPB1 data management.

Products Used

Results & Business Impact

The project achieved a perfect 5/5 Customer Satisfaction (CSAT) rating, successfully resolving major data migration challenges. By integrating with government portals, the team ensured 100% tax compliance, while the cloud-based solution enhanced ease of use and adoption across the organization.