About the Organization

A fast-growing financial services provider offers funding and capital solutions to businesses and individuals. To support its rapid growth, the organization needed better to align its marketing, sales, and operations teams. It aimed to enhance customer engagement and automate manual tasks. A robust digital transformation utilizing Salesforce was crucial to improving speed, accuracy, and teamwork across departments.

Challenges

• Marketing and sales teams often struggle to work together effectively.

• Lead management is inefficient, leading to low customer engagement.

• Communication tools are disconnected and lack Computer Telephony Integration (CTI).

• Users face technical issues with logging in, GP setup, and 360 SMS integration.

• Document creation is manual, and approval processes are delayed.

• There are bottlenecks in funding, finance, and underwriting activities.

• Collaboration is lacking, and analyzing service gaps is weak.

Solution

• Deployed customized Salesforce solutions to unify marketing, sales, and operations.

• Integrated CTI for streamlined call handling and improved agent efficiency.

• Resolved login issues and ensured seamless GP and 360 SMS integration.

• Automated document generation using Conga Composer for faster processing.

• Optimized workflows across quoting, approvals, funding, and finance.

• Streamlined servicing and underwriting processes to boost turnaround time.

• Conducted a detailed gap analysis to identify and eliminate operational inefficiencies.

Result

• Elevated operational efficiency through system integration and automation.

• Faster customer responses, improved lead engagement, and quicker approvals.

• Reduced manual workload and improved reporting accuracy.

• Strengthened teamwork and created a unified platform for end-to-end operations.

Ready to elevate your financial operations with a trusted Salesforce partner?

Codleo provides expert Salesforce consulting services that meet your business needs. As a top Salesforce partner, we focus on automating finance and underwriting tasks, improving customer engagement, and streamlining operations. Our skilled Salesforce consultants ensure efficiency, measurable results, and reliable support services. Let's transform your growth journey—contact Codleo today!