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
AgileCap was able to move their systems onto a single platform, and process each deal significantly faster than before!
As a small company, Imperial saw immediate improvements to their entire business, from faster deal submissions to significantly improved metrics and data insights.
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.
Elotek switched to Salesforce for stability and to modernize their process, giving them greater control, transparency and all around support.
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.
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.
Following the successful Salesforce and FUNDINGO implementation, Platinum’s originations nearly doubled from the previous year, going from $100 million $180 million.
The FUNDINGO Loan Management Solution strategically positioned 6th Avenue Capital to scale and receive an additional $60 million in funding.