Merchant Capital is a financial services company based in South Africa, focused on financing small and medium-sized enterprises. The company specializes in providing flexible and fast financing solutions, with a focus on traders and small businesses. They offer services such as advance payments for future card sales, allowing businesses to manage cash flow efficiently and ensure operational expansion without the traditional bank loan process.
Client: Merchant Capital
Industry: Financial Services
Solution: Sales Cloud, Service Cloud
Salesforce Users: 50-100
Challenge: Scaling Without Overloading Internal Resources
Merchant Capital, a leading financial services provider, faced challenges in managing internal development resources while scaling their Salesforce environment. Their internal developers were fully occupied with core strategic projects, yet the company needed expert support to drive additional innovations and customizations in Salesforce.
Solution: Why Merchant Capital Chose Bluelark
- Proven Expertise: Bluelark team and consultant who lead Armandas Aidulis, demonstrated deep technical knowledge and an ability to integrate seamlessly with Merchant Capital’s workflows.
Efficiency & Flexibility: Instead of investing in permanent hires, the company could scale development resources as needed.
- Beyond Standard Consulting: Unlike traditional consulting firms that merely follow specifications, Bluelark proactively offered strategic insights, alternative solutions, and valuable recommendations.
Implementation & Results: Immediate Efficiency Gains
One of the first projects tackled by Bluelark involved automating Merchant Capital’s sales deal allocation process. Previously, this was a manual task consuming 1–2 hours daily, requiring a sales manager to distribute incoming deals across the team. With Bluelark’s expertise, a custom automation system was developed within Salesforce, allowing automatic allocation based on predefined rules.
Results:
- Saved 2 hours daily by eliminating manual deal allocation.
- Improved response time, allowing sales teams to focus on closing deals faster.
- Enhanced internal communication, with smoother project handovers between teams.
Client testimonial:
“What makes Bluelark unique is that they don’t just follow instructions – they provide insights, challenge ideas, and help us build better solutions. They feel like a true part of our team.” – Robyn Erasmus, Merchant Capital
“The team assisted us with two different projects during the course of 2024. One included a custom client facing application and another, a backend optimization. The team were engaging and invested in getting us the best and most scalable solutions. The team also understood our needs for a timeous delivery and went the extra mile to deliver. We share a great working dynamic with the team which encourages our collaboration and allows us to feel as if they are apart of our team. Thanks for the excellent work this year!“
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Let’s talk:
| Eglė Stakaitienė |
| egle.stakaitiene@bluelark.digital |
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