Salesforce Customization and Process Automation

client

 

Client:

Financial Services Provider in South Africa

 

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

salesforce

 

 

Platforms:

Sales Cloud

programmer

 

Salesforce Users:

 

50-100

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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