How A Customized Experience Is Enabling Success
THE CHALLENGE
Founded as a general equipment lessor, Summit Funding Group serves a variety of business industries and sectors. For nearly 30 years, they have developed a high-performing portfolio of more than $4 billion in equipment lease and finance originations with over $1.2 billion in assets under management. After an initial standard Sales Cloud set up, the organization quickly realized they needed a more customized experience to accommodate for its increase in scale. Having two different sales departments, SFG was unable to simultaneously track and manage leads through the sales, pricing, and document approval process. Subsequently, not having the ability to create proposals out of SFDC created duplicative work and a higher potential for errors. Additionally, the inability to track inbound vendor loan approvals caused unnecessary complications.
THE SOLUTION
Sales Cloud
Conga Composer
Aspire Integration
Prolocity partnered with SFG to optimize the original standard Sales Cloud setup. Alongside the execution of a more customized Sales Cloud configuration, Conga Sign created a more efficient digital sales process and proposal generation. We then integrated Aspire to deliver enhanced end-to-end customer management. Lastly, we syndicated the loan transfer process in an effort to optimize the investor experience.
THE RESULTS
360° View of Data
Boosted Management Efficiencies
Data Migration
A whole new world of data is in front of the team at Summit Funding Group. Most importantly, this accurate data, real-time is driving decision-making and increasing effectiveness. The dual sales departments are working together in harmony and can now manage leads through one integrated system. Furthermore, the syndication process of loans being transferred to investors has been streamlined to give valuable time back to who matters most, the customer.
