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.
Location: Chicago. USA.
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.
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“Chitiz Agarwal also known as “Kumar” is a Salesforce.com evangelist and architect who has more than 13 yrs of IT experience. He has worked with big MNCs like Accenture and IBM and now running Techila Global Services from last 7 yrs and grown the company to size of 150+. He has delivered more than 700 projects on Salesforce.com till date and participated from initial requirement understanding to final delivery. His twitter handle is @ChitizAgarwal”