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Tadawul

Tadawul is the sole entity authorized in the Kingdom of Saudi Arabia to act as the Securities Exchange (the Exchange). It mainly carries out listing and trading in securities, as well as deposit, transfer, clearing, settlement, and registry of ownership of securities traded on the Exchange. The legal status, duties, and responsibilities of the Exchange and Depository Center are explicitly defined in the Capital Market Law (CML) issued by Royal Decree Number (M/30), dated on June 16, 2003. The Exchange is also the official source of all market information.

Industry

Financial Services

Country

Saudi

Services

Sales

Website

Go to website

Tadawul

Challenge

Tadawul are interested in implementing a system to automate the customer management and support processes. The objectives of this project are :
Building and defining a central database for leads, members, data vendors, issuers and investors.
Having a 360-degree view of the customers using Salesforce interface capabilities.
Enabling live collaboration around the sales process and Reporting on customers’ information and team activity.
Automating leads, sales and service process.
Managing activities and track the contact’s interactions accurately.
Providing insightful reports and dashboards at every level of the organization_x000b_

Solution

We have setup salesforce lighting interface which makes it now much more user-friendly and productive Cloudworks built a strong yet easy-to-use system.
Implementing lead management lifecycle while automating notification on each stage, making sure sales managers and teams day to day activities are streamlined.
Integrated with Social Studio for one-stop solution allowing to manage, schedule, create, and monitor posts.
Integrated with telephone system, Agents can make and receive phone using contact pad that is displayed from within the Salesforce interface.