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Case Studies

Success Stories

Billd

April 14, 2021

Billd was growing too quickly to rely on manual disbursements, but put their trust into Fundingo on Salesforce to provide a solution. Their biggest concern was cutting down time spent on tasks that could be automated and leaving no room for human error.

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Success Stories

Rewards Network

April 12, 2021

Rewards Network is in the business of providing working capital and marketing services to over 25,000 restaurants across the country. The IT team implemented Salesforce almost 10 years ago. Over the past few years, there have been only minimal changes to enhance the platform or to engage the users. The result is that Rewards Network […]

Success Stories

Dominion Financial

September 21, 2020

Dominion chose FUNDINGO as their partner who could to help them transition to a fully digital, streamlined and integrated Loan Management System

Success Stories

Triumph Business Capital

January 16, 2020

Triumph turned to CloudMyBiz (CMB) for an assessment of not only the sales side of the system but to provide a reality check on what would be required to migrate underwriting onto Salesforce

Success Stories

AgileCap

January 31, 2019

AgileCap was able to move their systems onto a single platform, and process each deal significantly faster than before!

Success Stories

Imperial Advance

November 12, 2018

As a small company, Imperial saw immediate improvements to their entire business, from faster deal submissions to significantly improved metrics and data insights.

Success Stories

Jaco Aerospace

June 18, 2018

CloudMyBiz helped Jaco to able to track all of their orders, reap the benefits of Salesforce and get powerful add-on functionality from 3rd party apps, without the cost of building everything from scratch.

Success Stories

Elotek Systems

April 11, 2018

Elotek switched to Salesforce for stability and to modernize their process, giving them greater control, transparency and all around support.

Success Stories

Lucky Strike

March 21, 2018

Following the CMB custom integration of Salesforce, Lucky Strike no longer had significant performance issues and were able to fully adopt Tripleseat, making their internal processes faster, smoother and smarter.

Success Stories

Express Capital Funding

January 30, 2018

With the FUNDINGO solution, Express got a scalable, single platform solution, with increased visibility and accountability, time-saving automation and thorough tracking of all leads, contacts and accounts.

Success Stories

Platinum Rapid Funding

January 30, 2018

Following the successful Salesforce and FUNDINGO implementation, Platinum’s originations nearly doubled from the previous year, going from $100 million $180 million.