Sales Problems

Like other fast-growing agencies, LendKey received outgrown the equipment the two used to organize and deal with several aspects of their own profits process. Although they created Salesforce to manage his or her buyer interaction, LendKey wished to tailor the platform to enable their unique deals system.

Also, a great deal of customers facts, most notably time-sensitive restoration documents, was preserved away from Salesforce. Employees typically checked through several spreadsheets, email messages, and shared makes every time they wanted to find essential data or validate whether or not customers or creditors experienced presented required paperwork on a quick grounds.

When LendKey’s Salesforce owner remaining the company, EightCloud would be instigated panel to revise her Salesforce location aided by the twin objectives of streamlining their particular difficult product sales processes and enhancing visibility into crucial metrics just like loaning quantity.

EightCloud has become an awesome partner. They’ve centered on comprehending our sales and adjusting Salesforce to fulfill our very own working and records needs while making sure an effective, easy to use practice. From a sales management perspective, we’ve even more visibility into tracking and comprehending the sale pipeline through opportunities phases. We’re hence satisfied with the working and facts revealing income realized that we’re already in conversations with EightCloud to enhance another of our own sections.”

What We Managed To Do

• Done good assessment and examination of LendKey’s pre-existing Salesforce planet.Continue reading