Salesforce Implementation, Customization and Integration

Integrating Salesforce with legacy applications can enhance the operational efficiencies of a business.

Overview

This online funding company is based in New Hampshire, USA; part of a century-old financial holding company offers several categories of finances. They cover expenses such as working capital, equipment financing for small businesses, and franchised outfits following a unique system of online application. The brand has invested over $4 billion in financing since 1993 and caters to over 100000 customers in the USA.

Highlights

The brand discovered that specific changes were needed to sustain the evolving financing and credit market. The Salesforce CRM in use needed to be optimally used to leverage the potential of selling to new markets, work aggressively towards meeting deadlines, and have an all-round view of the business.  Team AppShark arrived at an optimal solution of integrating isolated applications with the existing Salesforce CRM. This was achieved by developing custom modules for process automation, replicating accounting modules, and deployment of lead capture tools such as Marketo. A single view console page was also enabled to help the business obtain a holistic view of performance.

The brand was able to witness a considerable reduction in loan processing times, track and provide accurate information of clients as per the required compliances involved and track leads effectively.

AppShark’s solution for the brand covered a lot more details. Fill in the form below to download the detailed Case Study.