Case Study: Triumph Business Capital cuts underwriting time with CloudMyBiz

Triumph Business Capital - Customer Case Study

Triumph Business Capital, a provider of invoice factoring for the trucking industry, was using Salesforce only for sales engagement while underwriting remained a manual process. This created disconnected systems, slow application turnaround times of 5–7 days, and challenges to scaling profitably as market pressure demanded much faster decisions.

CloudMyBiz assessed Triumph’s existing Salesforce setup and helped migrate underwriting and processing onto Salesforce, while also training the operations team and managing the change. The result was a streamlined, automated workflow that cut underwriting time to 1 day or less, increased new client signings by 3% year over year, reduced headcount by one-third, improved transparency and efficiency, and helped the company consistently earn excellent auditor ratings.

Triumph Business Capital

Haley Heard

Senior Project Manager