Trinity Relationship Management revolutionized the B2B lending process by drastically reducing application cycle times to a single day. This was accomplished through an advanced integration of the application system with Salesforce, along with a suite of customized enhancements designed to streamline operations and enhance user experience.

Use Case 1: B2B Lending App Transformation

  • Lengthy application cycles slowing down business acquisitions.

  • Inefficient data collection and submission processes.

  • Disjointed lead targeting and marketing operations.

  • Lack of automation resulting in manual workload and errors.

CHALLENGES

SOLUTION

  • Integrated Application System with Salesforce: Developed a seamless integration that allows applications to be written back into Salesforce in real-time.

  • Customized Lightning UI: Implemented a refined UI with tailored fields and layouts to ensure only essential applicant data is collected, improving efficiency.

  • Bulk Application Submission Technology: Enabled organizations to submit multiple applications simultaneously, reducing processing time.

  • API Development: Established secure APIs for direct lender integration, facilitating automated data exchange.

  • Salesforce Console Navigation: Designed a one-stop homepage for Sales & Executives, consolidating all necessary tools and data in a centralized view.

  • Lead & Activity Scoring: Implemented a robust lead scoring system, improving conversion rates through data-driven decision-making.

  • MarTech Stack Integration: Connected Salesforce with marketing automation tools to track customer journeys, automate outreach, and enhance lead engagement.

  • Automated Emails & Dials: Introduced workflows for targeted outreach, optimizing sales efficiency.

  • Automation & Workflows: Configured intelligent workflows to prevent skipped stages and streamline operational processes, ensuring efficiency across all business functions.

  • Salesforce Stack Implementation: Deployed Salesforce Marketing Cloud, Sales Cloud, and Sales Engagement to unify the marketing and sales processes.

RESULTS

  • Reduced application cycle time to one day.

  • Improved user experience and operational efficiency.

  • Enhanced lead targeting and marketing operations.

  • Increased new business acquisitions by $500,000 in the first month.

  • Established a fully automated and streamlined workflow for business growth.

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