Case Study: Inclusive Prosperity Capital streamlines green economy financing with Craftsman Technology Group

Inclusive Prosperity Capital streamlines financing workflows with Craftsman Technology Group

Inclusive Prosperity Capital (IPC), an organization working to close the financing gap for green energy projects in low-to-moderate income communities, faced a challenge scaling its operations. Their rapid growth was hampered by managing complex financing programs through spreadsheets and offline systems. To facilitate expansion, they partnered with Craftsman Technology Group for a solution to create efficient, streamlined workflows.

Craftsman Technology Group deployed a custom Salesforce solution to manage IPC’s unique financing programs. This included branded online forms for lead capture, a streamlined origination workflow from applicant intake to contract, and document management. The implementation eliminated manual data entry and provided robust reporting tools to track applications and measure impact. Craftsman later built a self-service portal for IPC's stakeholders and continues to provide ongoing support as their Salesforce partner.

Inclusive Prosperity Capital