Case Study
Increase in Data Accuracy and Fraud Prevention
Reduction in Data Processing Time
of Customers Opted into WhatsApp Notifications
A prominent manufacturer of construction and agricultural equipment with a reputation for quality and innovation.
With a growing base of dealers and customers across urban and rural regions, the company needed a system that could ensure data accuracy, secure sensitive information, and streamline onboarding processes.
The goal was to strengthen customer trust and improve compliance with regulatory standards.
The company faced growing concerns around data integrity and security, especially as customer records expanded rapidly. Inaccurate contact information and a lack of real-time data updates were affecting engagement and trust. Key challenges included:
Data Integrity Issues: Incorrect or outdated contact information led to missed communications and compromised customer engagement.
Risk of Unauthorized Changes: Manual updates to customer data posed a risk of unauthorized changes, impacting data security and customer trust.
Manual Documentation for Compliance: Verifying customer data for regulatory compliance was time-consuming and required significant manual effort.
To address these, the company needed a solution to:
Secure customer data updates to prevent unauthorized changes.
Automate workflows for document verification to increase efficiency.
Improve real-time communication with customers to ensure timely engagement.
Our team developed a comprehensive Salesforce solution, integrating secure SMS OTP verification, automated data verification workflows, and WhatsApp as a communication channel to address data security and improve customer interactions. Key Components of the Solution:
Salesforce was configured to send an SMS-based One-Time Password (OTP) for critical updates, such as changes to customer contact details. This layer of security ensured that only authorized updates were applied, safeguarding data integrity.
The system allowed for automated verification of customer data through document uploads and secure portals. This helped verify customer identities in real-time, reducing the time and cost associated with manual verification.
The integration with WhatsApp enabled real-time notifications, such as service reminders and product updates, to customers’ mobile phones, providing an efficient and engaging communication channel that improved response rates and satisfaction.
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The Salesforce-powered solution brought significant improvements to data security, customer verification, and engagement efficiency.
The SMS OTP feature prevented unauthorized changes, improving data accuracy by 20% and increasing customer trust in data security.
Automated data verification workflows accelerated customer onboarding and data updates, minimizing manual efforts and increasing efficiency.
95% of customers opted into WhatsApp notifications, leading to timely responses and improved satisfaction.
Automation of document verification reduced administrative workload, allowing teams to focus on high-value tasks and lowering operational costs.
The company achieved substantial gains in data accuracy, security, and customer engagement with this Salesforce solution.
The SMS OTP-based security feature minimized fraud risks, while automated verification workflows and real-time communication fostered trust and customer satisfaction.
The streamlined process also improved compliance, enabling the company to grow its customer base without compromising on data integrity or customer experience.
