Like many fast-growing enterprises, LendKey got outgrown the tools these people used to organize and control a variety of facets of their own earnings processes. Though they set up Salesforce to manage their unique client interactions, LendKey desired to modify the working platform to enable the company’s sales procedures.
Also, a lot of clients details, like time-sensitive restoration paperwork, had been maintained outside of Salesforce. Staff members typically checked through a number of spreadsheets, emails, and revealed makes when they wanted to discover important facts or check regardless if people or financial institutions have supplied desired documents on a timely factor.
Once LendKey’s Salesforce officer leftover the corporation, EightCloud is brought about board to revise their particular Salesforce atmosphere by using the double desired goals of streamlining her cumbersome business process and enhancing visibility into critical measurements instance financing levels.
EightCloud was a fantastic lover. They’ve concentrated on comprehending our very own company and adjusting Salesforce to satisfy the working and paperwork goals while making sure a powerful, user friendly encounter. From a sales procedures point of view, we certainly have a lot more visibility into tracking and learning the revenue line through opportunity periods. We’re hence pleased about the working and knowledge spreading increases realized that we’re previously in talks with EightCloud to further improve another of the business units.”
What We Accomplished
- Done good evaluation and examination of LendKey’s present Salesforce ambiance.
- Interviewed secret stakeholders to discover soreness guidelines, set up goals for first time developing plans and decide knowledge requires.
- Customized Salesforce to align with LendKey’s distinct opportunity lifecycle, earnings procedures and brand.