Propel Financial Services
The Overview
Industry
Accounting, Finance, Real Estate, Tax
Products
Sales Cloud
Challenge
- They were using an outdated 3rd party app to handle the processes their industry requires
- Legacy data & Salesforce model with reporting challenges due to gaps in data
- Company Merger with a company that was operating off spreadsheets and paper
Solution
- Migrated to a new Salesforce org where we customized and built automations to replace processes that they were using 3rd party app for
- Leveraged our partnership with Demand Tools to clean and maintain data
- Merged underwriting rules and combined 2 sales team in the system
Results
- Vast majority of processes can all be completed and reported on in the Salesforce platform
- With clean data, they are able to produce 50 + auto-generating documents with a couple of clicks for loan originators
- Two unique sales teams can work their processes independently in the same system and merge when necessary to complete the process.
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