Salesforce Customization and Process Automation




Financial Services Provider in South Africa


Founded by serial entrepreneurs, the client provides financial services to small and medium businesses in emerging markets.





Sales Cloud



Salesforce Users:



Salesforce provided the backbone of the service, enabling the client to receive a quote within a minute and complete the loan application in less than 10 minutes

Our experience:



We have created a Salesforce-powered online loan application platform. The platform was integrated with Docusign to digitally sign application forms. The forms were produced by Conga Composer – an integral part of Salesforce – which automatically populates document templates with data from any standard or custom object.

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