CRM Modernization for Financial Services Using Salesforce

We helped a financial services company- focused on funding programs for alarm dealers- move from a clunky old CRM to a powerful, automated Salesforce platform. Their old system was slow, manual, and hard to scale.

With Salesforce, we built custom features like dynamic commission tracking, automated funding calculations, and term-based dealer multipliers. We also integrated third-party tools like credit report APIs and financial reporting templates, helping them save on costs and improve accuracy.

Now, the team can set up sales agents 40% faster, reduce manual errors, and generate real-time reports that are ready for banks. The result: smoother operations, better visibility, and a CRM built for growth.