Case Study: Montgomery County Green Bank streamlines lending and pipeline management with Craftsman Technology Group and Salesforce

Montgomery County Green Bank gets up and running quickly with Craftsman Technology Group

Montgomery County Green Bank needed a technology solution to streamline its key business processes and manage contacts and deals on a single platform. The organization required a system to capture its complex, property-related financial agreements and improve staff efficiency. Craftsman Technology Group was engaged to assess their needs and implement a strategy using Salesforce.

Craftsman Technology Group implemented Sales Cloud, which was identified as the best fit for the Green Bank's business model. The solution included migrating legacy data, enabling Salesforce for Outlook integration, and using custom objects to track various financial agreements and partners. Post-implementation, the platform is now used extensively for opportunity tracking and pipeline management, helping the Green Bank have more effective discussions on business plans and report on funds allocated to different projects.

Montgomery County Green Bank