SUCCESS STUDY
Hall Structured ROCX
Hall Structured Finance was looking for a solution to transform their offline deal tracking and reporting process into an advanced CRM system based on Salesforce and powered by ROCX Platform. Its Artificial Intelligence (AI) capabilities streamlined processes and reduced the need for manual intervention.
Key Challenges
- Client required accelerated implementation timeline and go-live date.
- Complex and agile migration of entire ROCX solution into Hall’s organization.
- Transformed and automated complex Excel baked financial reports into Salesforce system generated reports.
Transformation
Streamline Deals, Maximize Opportunities
with ROCX
- Centralized system to track all potential opportunities/deals through spreadsheets.
- System set up to harness the power of ROCX solution and its AI powered decision tree capabilities.
- Reduced manual process of coordination between different internal teams.
- Holistic view brought into all deal information.
- Deploy and configure ROCX solution with features as per current business needs.
~2,000
Existing deals migrated
Features
Transforming Data into Actionable Insight
Configure customized deal object to track and report business metrics
Custom reporting to track new business deals
6-7 custom profiles based on unique characteristics
Data migration from existing system and excel reports to new ROCX platform
