Salesforce Products Used
Sales Cloud
Experience Cloud
Salesforce Integrations
Sales Cloud Experience Cloud 
Regents Capital Corporation is a financial services company delivering exceptional results to middle-market clients nationwide. The company specializes in delivering custom equipment financing and leasing solutions to companies with annual revenues from $10 million to $250 million.
The company was using Salesforce Classic. This version’s layout had excessive data to display, and such overloaded pages hampered their effective usage. Moreover, complex & critical financial business processes made Salesforce Classic interface insufficient for effective usage.
There was also a need for early-stage application vetting to facilitate credible underwriting checks and help capture potential non-performing accounts early in the stage.
In terms of delivering fast work, I really count for this team. They converted my Idea as per my choice, exactly the same market currently need. Absolutely fine services, which makes me happy. Great consultant, a good listener and prompt result.
To handle complex sales cycle of equipment financing, Lightning migration of Salesforce org helped due to better UI and close deals faster.Created a Lightning App containing UI controls for the various business-flow specific processesCreated Lightning components, Lightning component actions-based layouts and email communication flow for streamlining business workflows.Made processes for deal closure such as document collection, credit analysis, etc. intuitive and easyFragmented long business processes into smaller, more manageable ones.Designed interface for seamless flow of information within the company.Equifax BusinessConnect™ to help with credit decisioningDocusign and Nintex DocGen to easily generate personalized and compliant contracts.ZoomInfo Field Trip to identify the usage patterns of various fields and analyze the data quality and storage capacities.In the Regents system, commissions are a crucial incentive for representatives who both prepare and finalize deals. This aspect drives each representative's desire for an increased number of assigned leads. Implemented Decisions on Demand system to assist the sales team in effectively handling intricate assignments, by facilitating lead assignment routing based on factors such as quantity of closed deals, completed activities, availability (including out-of-office status), and skill classification.Extracted data from Experian Commercial Credit Reports and Paynet Credit Reports to help assessors.Developed solution to extract the data from these reports into preconfigured document records in Salesforce, to create meaningful reports for the Credit & Funding Processing Teams.Created a multiple tab-based page layout based on the required data set at a specific stage of the loan applicationCreated a Portal to be used for lead capturing by equipment vendors selling the equipment.Allowed vendors to raise a financing request to Regents Capital on behalf of the purchaser, check quotations, and follow up on the application.Enabled customizations of certain portal features for each vendor such as updating rate list, and adding an equipment.System generated an estimated quote on the spot with details such as interest rate, and timeline provided.Set up workflows to facilitate cash deposits by the borrowers, equivalent to the value of the maximum net obligation for the next settlement cycle.
Migration to Salesforce Lightning resulted in productivity improvement and seamless viewing of complex data.Apps customized for different users provided useful data visibility pertinent to the user.Automated Credit Reports enabled assessors make quick decisions, at an early stage, avoiding time wastage.Team collaboration and communication enhanced with access to real-time information.
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