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Company Overview

Credibly Formerly Known as RetailCapital. Credibly is an emerging Fintech platform, leveraging Data Science and technology with a manic focus on the customer experience. They have an unique lending and capital platform in order to serve small and medium businesses as a trusted and committed partner.

Facing Problem :

Credibly is generating lots of leads through social media and other marketing channels but lacks a system to manage those leads and automate the lead qualification. They were current relying on excel sheets and a Salesforce instance which was not automated.

Company Profile

Location: Chicago. USA.

Employees: 250

Industry: Finance – MCA

Start Date – 1st July 2019

Go Live Date: Ongoing Project

What We Did

  • We proposed to get a new instance of Salesforce where we automated end to end origination process. We provided the ability to collect leads from websites, online forms. We also created a community for brokers to submit and track leads. Lastly we also added a feature so that brokers can submit lead via API.
  • We also created a robust submission process where Credibly can broker out a deal to other NBFCs in a single click. It also had the ability to track missing documents and any feedback provided by the lenders.
  • Lastly we put many KPIs in place to ensure the smooth running of their business.


  • Fully functioning Sales Cloud Lightning view.
  • Enhanced & customizable user experience.
  • User-friendly dashboards with flexible layouts
  • Views that let users easily filter and visualize information
  • Efficient navigation and intelligent Home Page components.

Return on Investment

  • Faster Turn around time on every request.
  • Increased efficiency.
  • Single pane of glass to view information.

Technology Used

servicecloud Implementing Origination System
salescloud Implementing Origination System
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Ste 201, Boca Raton,

Working Hours

Open 24 Hours
Saturday & Sunday: Closed

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