Leads from Multiple Partners are Now Consolidated in One Platform for this Alternate Capital Provider

The client was looking to customize its Salesforce implementation to streamline its loan conversion process. providing a single 360° view of the customer robust lead management workflow, fraud detection and sales funnel reporting

The client had purchased Salesforce with a Trantor applied expertise to customize Salesforce. vision to create centralized CRM that capture and manage leads – loan applications – sourced from multiple partners and direct customers, through web and mobile portals. They engaged Trantor to provide a tailored Salesforce solution that would enable:

• Access to the system limited to authorized users via a single sign-on solution

• Deduplication of leads along with a uniform overview of all leads including buyer history, time spent on the case, and loan amount sanctioned

• Fraud Detection and lead verification — which currently was handled by a third party app and was time-intensive

• Custom lead workflow to ensure all leads are touched by Sales within 24 hours

• Custom reporting and analytics on sales pipeline

Trantor implemented a technology stack across the force.com platform to provide an enterprise architecture solution. Custom APIs were added to fully address the client’s needs off of the salesforce CRM

The Trantor team did a deep dive to understand the client’s day-to-day challenges. From there, Trantor was able to map the client’s requirements to the solution blueprint. Specific areas for customization included

• Redesigning lead workflows

• Defining user access rules

• Implementing automated fraud detection

Trantor applied expertise to customize Salesforce. Highlights of the solution include:

• Force.com REST APIs with Java were used to integrate data from various sources into salesforce.

• Our robust risk facMr modelling identified highly complex data relationships and correlations to allow state-of-the-art risk assessment and fraud detection. This included implementing various verifications and APIs like KOUNT, RESOLVE 360, PAYFONE, IDA – NETWORK G, FICO score verification and more.

• Used WSDL (Web Services Description Language) to provide 360-degree view of customer information

• To centralize communication, Trantor created groups for each business line in Chatter, the enterprise social network from Salesforce, with key sales personnel included in each group.

• Managed SupportTraining Client’s team was trained on using the enhance d features of their custom Salesforce implementationOngoing support for security model enhancements including Modifying and Implementing Organization Wide Defaults, Owner and Criteria Based Sharing Rules, and Sessions ManagementAnalytics support: list View, Reports, Report Type, Dashboard, Analytic snapshots/Reporting snapshots

• Training Client’s team was trained on using the enhance d features of their custom Salesforce implementation

• Ongoing support for security model enhancements including Modifying and Implementing Organization Wide Defaults, Owner and Criteria Based Sharing Rules, and Sessions Management

• Analytics support: list View, Reports, Report Type, Dashboard, Analytic snapshots/Reporting snapshots

• 40% reduction in administrative tasks

• 35% reduction in customer acquisition

• 2x improvement in fraud prevention

• SFDC

• Java

• REST APIs

• 2X OAuth 2.0 prevention

Team Size: 5

Duration: 2 years and ongoing