FUNDINGO is on the Salesforce AppExchange! Loan management software that allows alternative lending companies to streamline the entire process of originating, underwriting and servicing loans. For some lenders, the impact of the COVID-19 pandemic means a spike in applications for business loans. That’s putting a strain on loan management systems, making it difficult to…
Tag Archives | Implementation
Sourced through Scoop.it from: www.salesforce.com For guiding businesses back to re-opening, Salesforce is always a good option. And not just because of the support options like these!
Sourced through Scoop.it from: www.salesforceben.com Great to see Salesforce making it easier and more streamlined to stay certified and manage the various exams!
Just because you and your team have, or are going to, implement Salesforce, doesn’t mean all of your business problems will be instantly fixed. At the end of the day, user adoption is absolutely critical to establishing a working business process on a powerful CRM like Salesforce. It doesn’t matter how much you spent on […]
With the continued growth of FinTech and the Alternative Lending industry, systems and solutions that are tailored to these industries have also flourished. Loan Origination, that fundamental piece to any lending business, can be one of the biggest pain points as it involves a complex sales process as well as various documents, checklists and qualifications […]
When considering taking on the initiative to implement a new CRM for your business, it is always a good idea to consider the many factors that combine to form the “True Cost of Ownership”. When most people think of the cost of ownership, they will often consider only the upfront price of the software or […]
AgileCap was able to move their systems onto a single platform, and process each deal significantly faster than before!
When preparing for just about any new system or a significant upgrade, doing a Business Process Review (BPR) is one of the first places to start. If you are spending a large chunk of time, energy and money, you need to be sure that your new solution will meet your needs and solve any issues […]
Data Migration can be a stressful and challenging process, even for seasoned professionals. The more complex the system, and the longer you have been collecting data, the harder it can be to accurately understand, process and transfer all your essential business data. Over the years, maybe you changed some of your business processes or added […]
Here’s the situation: your business has a number of great products/services. You are doing a robust business. And you have a whole bunch of customers contacting your support team every day asking for help. Of course, you are happy to support your customers in any way you can, but the sheer volume of calls and […]