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Success Story
Enabling Capify to extend Business Loans in Australia & UK with Salesforce
Capify

Client Overview

Capify is an alternative and accessible unsecured small business lender. Since 2008, Capify has been providing small business loans and other finance products to companies in the UK, Australia, and US.

Key Objectives

  • Enable rapid capture, tracking and engagement of new leads for higher conversions.
  • Reducing processing times from lead submissions to extending loan.
  • Streamline partner onboarding process, reduce human involvement & steps.
  • Post lead submission, enable seamless lead partners-Capify engagement.
  • Enhancing Partner/Vendor experience across platforms.

Salesforce Integrations

Solution Highlights

  • Devised a self-serve Partner Portal aimed at elevating partner experience. Enabled partners to engage with Capify seamlessly and monitor the advancement of every shared lead.
  • Enabled partners to efficiently finalize all necessary documentation via Salesforce's Experience Cloud. Developed seamless synchronization of application data directly into Capify's Salesforce Sales Cloud.
  • Facilitated partner interaction from eBroker, Lending Express, Lend etc, by leveraging Salesforce Experience Cloud and web services, complete with rigorous security protocols, a consistent format, and specified data prerequisites.
  • Implemented a robust lead management and assignment system to keep track of incoming leads across multiple channels such as website, email, aggregators or lead partners.

Value Delivered

  • Reduced the combined time spent on each partner application from days to minutes.
  • Enabled partners to access the real-time status of each lead quickly and easily.
  • Eliminated the risk of losing any lead over the course of the process by having all leads automatically and systemically tracked.
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