Case Study: Express Capital

Express Capital Funding is a provider of funding to small businesses and short-term working capital to companies across the United States. Express Capital aims to live up to its name and provide fast and efficient capital funding to businesses across the country. Express Capital is a direct funder, not a third party, allowing for a faster funding process. This creates a simple, straightforward process that also ends up being more secure and more personable. Express Capital works with just about anyone and any project size. From short term, one time loans, to long term big project solutions, loans can be customized to each company’s particular needs to maximize revenue and profitability.

Express Capital Funding alternative lending loan management solutions

The Challenge

When Express Capital first got in touch with CloudMyBiz in 2017, they were using GoldMine as their lead management system and CRM. GoldMine is an outdated, locally run system. For a more robust, scalable and effective system, they were looking to upgrade their system to the cloud based Salesforce CRM. While using their previous system, Express Capital struggled with many challenges such as lack of accountability, inefficiency, deals getting lost in the pipeline, poor data management, and an overall glitchy system.

The Solution

The Fundingo solution eliminated Goldmine in the process centralizing and streamlining Express Capital’s processing system and moved their operations onto the Salesforce cloud. Express Capital’s funding process, from start to finish, became faster, more user-friendly and smarter. Their revamped processes included improved management and tracking of the sales pipeline, integrations with external data source providers, scalable and integrated systems, and high value at an affordable cost.

The Result

Fundingo gave Express Capital a 360 degree view of their processes, up to the minute details of the sales process and pipeline while creating time saving automations for funding applications, emails, notifications and data entry. With thorough tracking of leads, contacts, accounts and conversions, and the ability to customize components with a few clicks, Express Capital wielded powerful tools for commissions and renewals management.

Express Capital is running their business on a platform that truly meets their needs.