Background
This personal finance company is a rapidly expanding and focused on growth and responsible scaling in an effort to provide full-spectrum financial lending services to businesses that offer in-house financing options.
Solutions
Given the expectation of growth, the company was experiencing development velocity issues and were unable to scale multiple areas of their business. There was a clear need for a consulting group to join the development team to break through these barriers and achieve the business goals.
Solutions
Commissions Model Tracking for Sales Representatives
- Integrate with daily sync jobs from external systems
Sales Pipeline Management and Analysis via Sales Cloud
- Streamline automations for Sales Representatives daily workflow
- Rapid BI data flow into Salesforce
- Five9 Virtual Call Center integration for inbound and outbound dialing for inside Sales Representatives
- Geopointe integration for location services and management of outside Sales Representatives
- Marketo integration for engagement programs and campaign management
- Robust Reporting and Dashboards
Operations Management via Service Cloud
- Risk/Fraud to reduce financial liabilities
- Dealer Support to provide an end to end experience for customers
Enhanced DevOps Process
- Established a process using GIT and the Salesforce CLI (SFDX) to streamline development in Salesforce
Results
- The company started to break sales records in late 2021.
- GeoPointe workflows were built out so sales reps could receive assignments based on location rules in near real-time.
- Marketo was turned on in October 2021 and has made a major impact.
- Rapid integration has been improved but we are targeting a 2022 remediation of that interface.
