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Ambit Finvest partners with Salesforce to digitize customer onboarding

Ambit Finvest, the Non-Banking Financial Company of Ambit Group, has partnered with Salesforce to digitize its customer onboarding journey.

The Salesforce CRM platform enables the sales team to assess, filter, and prioritize leads and track loan applications on a real-time basis, thereby leading to enhanced sales productivity and improved approval rates. The platform provides access to real-time dashboards leading to complete sales funnel visibility. The platform also seamlessly integrates with third-party service providers and the core systems, enabling Ambit Finvest to design its unique customer onboarding journey. 

Hitesh Sahijwaala, RVP Sales – FINS, Salesforce India, said, “We are thrilled to partner with Ambit Finvest to provide a unique customer onboarding module that aids in redefining experiences.”

Ambit Finvest’s core focus is to empower the underserved grass root MSME businesses through a quick and low-cost credit delivery model by embracing technology.

Smitesh Shah, Head-Business Technology and Transformation, Ambit Finvest said, “At Ambit Finvest, our core focus has been to develop a coherent strategy around capturing the maximum value through Digital Technologies catering to customer experience and operational efficiency.”