The FUNDINGO solution, implemented by CloudMyBiz, eliminated Goldmine, in the process of centralizing and streamlining Express Capital’s processing system and moving their operations onto the Salesforce cloud. Express Capital’s funding process, from start to finish, became faster, more user-friendly and smarter.
The new FUNDINGO Origination system featured:
- A scalable, one-platform solution
- Increased accountability
- An improved customer and ISO experience
- 360 degree and up to the minute details of the sales process and pipeline
- Time-saving automation for funding applications, emails, notifications, and data entry
- Thorough tracking of leads, contacts, accounts, and conversions
- The ability to customize components with a single click
- Powerful tools for commissions and renewals management
As a testament to the success of the project and to further improve their funding process, Express Capital purchased additional FUNDINGO products in the months following the initial implementation. Most importantly, Express Capital is running their business on a platform that truly meets their needs!