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Company Overview

Finserv – Factoring services.

Eagle Business Credit LLC: Eagle Business Credit is an Atlanta area factoring company that provides invoice factoring services to a wide variety of industries nationwide. Eagle Business Credit provides business funding services through invoice factoring and purchase order funding to small and medium sized American businesses. Their specialty is funding start-ups and businesses with credit lines up to $5 Million. Although they are independent, they are still a part of a large group of companies in the financial industry.

Facing Problem :

Eagle Business Credit is a well known name in Invoice Factoring in Trucking industry.

  • Required a system to track and manage the deals coming in from referring partners.
  • Lack of knowledge & “know how” of salesforce.com.

Company Profile

Location: Chicago. USA.

Employees: 20

Industry: Financial Services

Start Date – 1st June 2018

Go Live Date: 30th Nov 2018.

What We Did

  • We introduced them to all possibilities and complete potential of Salesforce.com, encouraging end to end use of Salesforce.com.
  • We setup an online Application form for them as well as implemented Partner Portal for their partners to submit leads.
  • Integrated PandaDoc for generating Documents, RingCentral for dialer confirmation, Textile for SMS configuration, etc.
  • Customer is very happy with system and 100% dependent not the system now.

Benefits

  • Single view for all the deals coming in from referring partners.
  • SMS to all leads from the CRM, so the progress can be tracked.
  • Faster Turn around time on every request.
  • Increased efficiency.

Integration

  • PandaDoc.
  • RingCentral.
  • Textible.IO

Return on Investment

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

Technology Used

servicecloud Setting up Invoice Factoring process
salescloud Setting up Invoice Factoring process
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1200N Federal Hwy,

Ste 201, Boca Raton,
33432.

Working Hours

Open 24 Hours
Saturday & Sunday: Closed

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