Sales Difficulties

Like many fast-growing companies, LendKey had outgrown the tools they always arrange and control different elements of her income techniques. Though they install Salesforce to manage their unique clientele commitments, LendKey desired to personalize the platform to facilitate their particular business processes.

Additionally, a lot of clients details, like time-sensitive revival forms, am preserved beyond Salesforce. Staff consistently explored through multiple spreadsheets, email messages, and contributed powers whenever they had to locate vital details or guarantee if or not consumers or lenders experienced posted requested documents on a prompt base.

Any time LendKey’s Salesforce administrator lead the business, EightCloud is prompted deck to modify his or her Salesforce ecosystem using twin desires of streamlining their difficult income techniques and boosting rank into important metrics just like lending volume.

EightCloud continues a splendid partner. They’ve focused entirely on comprehending all of our company and adapting Salesforce to get to know our personal operating and paperwork requirements while making sure a highly effective, user-friendly experience. From a sales procedures view, we now have even more visibility into spying and understanding the sale pipeline through prospects periods. We’re so pleased about the operating and wisdom discussing gains obtained that we’re previously in talks with EightCloud to boost another of one’s business units.”

Everything You Has

• Performed a comprehensive test and analysis of LendKey’s active Salesforce earth. Continue reading →