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Capify is an alternative and accessible unsecured small business lender providing small business loans and other finance products to companies in the UK, Australia, and US.
Capify wanted a solution to streamline the partner onboarding process and catalyze more rapid capture, tracking and engagement of new leads, resulting in improved back-office productivity and more revenue generating activity. Since an onboarding process consists of several steps, involves many people, and lasted for many days, the company needed a custom Salesforce solution to help them improve the existing process.
Devised a partner portal aimed at elevating the partner experience holistically.Empowered each lead aggregator with the capability to autonomously utilize this porta.Enabled partners to engage with Capify seamlessly and monitor the advancement of every shared lead.Developed data-validation protocols to preempt submission errors, auto-fill partner details, and more.Crafted and established a scalable resolution for the digitalization of their novel partner onboarding process, leveraging the capabilities of Salesforce Sales Cloud, Salesforce Experience Cloud, and complementary integrated utilities.Enabled partners to efficiently finalize all necessary documentation via Salesforce's Experience Cloud, with the added feature of seamless synchronization of application data directly into Capify's Salesforce Sales Cloud.Effortlessly facilitated partner interaction, including prominent entities such as eBroker, Lending Express, Lend, LoansOne, BizzLoans, Specter Finance, by harnessing the potential of Salesforce Experience Cloud.Established a uniform web service tailored for partners to seamlessly convey leads to Capify, complete with rigorous security protocols, a consistent format, and specified data prerequisites. Additionally, incorporated a functionality enabling the activation or deactivation of partners as circumstances dictate.Devised a mechanism to identify duplicate leads that have remained without loan activity for a designated timeframe.Designed a tiered pricing system for incoming leads, alongside a granular evaluation at the lead level, delineating the appropriate remuneration for each individual lead.Implemented a robust lead management system to keep track of incoming leads across multiple channels such as website, email, aggregators or lead partners.Implemented validations such as deduplication checks and others based on pre-determined criteria.Setup lead assignment rules to automatically assign lead records to a particular user or queue based on Capify-defined conditions.
Reduced the combined time spent on each partner application from days to minutes.Eliminated the risk of losing any lead over the course of the process by having all leads automatically and systemically tracked.Enables partners to access the real-time status of each lead quickly and easily.
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