A rapidly scaling personal finance company needed more than a CRM — it needed a unified operations platform to manage dealer relationships, synchronize daily commissions, and coordinate field, inside, and marketing teams. RTS Labs delivered a full Salesforce implementation across Sales Cloud, Service Cloud, and five external integrations, helping the company break sales records in 2021.
Finance Company
Salesforce CRM Implementation & Systems Integration
Salesforce Sales Cloud
Salesforce Service Cloud
Geopointe
Five9
Our engineers will map your workflow and define a ship date in a 2-week Discovery Sprint.
A Richmond, VA-based personal finance company was growing fast. Its model — providing full-spectrum financial lending services to businesses that offer in-house financing options — depended on an extensive dealer network spanning multiple geographies. As dealer count grew, the company’s ability to manage that network did not keep pace.
Sales reps were tracking dealer activity manually, commissions were calculated outside any integrated system, and field routing was done without optimization or coordination. The company also had no unified view of its sales pipeline across rep, manager, dealer, region, or enterprise level. Without that visibility, leadership could not efficiently allocate effort, set strategy, or scale the field team. A full CRM implementation — and the ecosystem of integrations to make it work — was the only way forward.
Activity across thousands of dealer relationships — calls, visits, emails, term sheets, applications — was tracked in fragmented systems and spreadsheets with no single source of truth or shared visibility.
Without real-time funnel reporting across rep, manager, region, and enterprise levels, sales leadership lacked the data needed to coach reps, allocate territories, or track performance against funding goals.
Commissions data, call center activity, field routing, and marketing campaigns each lived on separate platforms — creating manual reconciliation overhead and preventing a coordinated dealer engagement strategy.
RTS Labs engaged the company across three structured delivery phases, beginning with deep requirements discovery before any configuration began. Phase 1 established the Salesforce foundation: dealer data ingestion, activity tracking across all channels, real-time dashboards, and the security model required for a multi-tier field organization. Phase 2 added intelligent operations — Geopointe for GPS-optimized dealer routing, SPIF and commission tracking, and targeted communications. Phase 3 completed the ecosystem with Five9 dialer integration for the call center, Marketo for marketing automation, and Salesforce CLI (SFDX) for disciplined DevOps. The result was a single platform managing every aspect of dealer sales and operations.
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