Business To Credit Customized Solution


Our client is a provider of Business Loans & Alternative Financing in the Business Consultancy domain, consisting of both underwriters and sales representatives. Their business model is to connects entrepreneurs with credit solutions provided by different financiers & accordingly help them to find loans.


Client approached App Maisters to customize and enhance their current Salesforce Org with improved business process. The client was facing slow performance due to unplanned backend implementation; improper collaboration as there were no integration of web services with 3rd party software; and had to manually assess risk, data analysis and reporting for each application.


App Maisters team had to overcome several key challenges, including data restructuring, data remodeling, data migration, third party integration, salesforce customization and configuration.

Tools & Technology