Case Study: Express Capital Funding streamlines funding operations with CloudMyBiz's FUNDINGO solution

Express Capital Funding - Customer Case Study

Express Capital Funding, a provider of small business funding and working capital, faced significant operational challenges with its outdated GoldMine CRM. The system, which was locally run, led to a lack of accountability, lost deals, inefficient processes, poor data management, and low conversion rates. To address these issues, they engaged vendor CloudMyBiz to implement a more robust solution, the cloud-based FUNDINGO funding management system.

The solution implemented by CloudMyBiz centered on the FUNDINGO Origination application, which replaced the old system and moved operations to the Salesforce cloud. This provided a scalable, one-platform solution that centralized and streamlined the entire funding process. The results included increased accountability, time-saving automation, thorough tracking of the sales pipeline, and an improved experience for both customers and ISOs. As a testament to the project's success, Express Capital purchased additional FUNDINGO products shortly after the initial implementation.

Express Capital Funding