Case Study: Working Solutions streamlines lending operations with Craftsman Technology Group

Working Solutions streamlines lending operations on one Salesforce platform with Craftsman Technology Group

Working Solutions, a nonprofit Community Development Financial Institution (CDFI) in the San Francisco Bay Area, faced challenges with its outdated and fragmented data management systems. Its operations were spread across multiple platforms, including Salesforce Classic, which could not support its growth as a volume microlender. To centralize its operations and streamline loan origination and reporting, Working Solutions partnered with Craftsman Technology Group for a Salesforce upgrade and implementation.

Craftsman Technology Group upgraded Working Solutions to Salesforce Lightning Experience and implemented a suite of solutions including automated lead conversion, document generation, and credit report pulls. This streamlined their operations onto a single, integrated platform. As a result, team efficiency increased and management gained new tools for integrated projections and planning. Craftsman Technology Group continues to provide managed services to ensure ongoing adoption and system enhancement.

Working Solutions