Case Study: Camino Financial achieves faster customer resolution with Dialpad

How Camino Financial cut resolution time from 48 hours to just 6

Camino Financial, a financial services company that helps micro-businesses secure funding, needed a better way to support distributed teams across the U.S., Mexico, and Colombia. Its old phone system was hard to use, lacked analytics and routing flexibility, and required coding for changes, making it difficult to manage customer communication efficiently. Camino Financial chose Dialpad to improve its contact center operations and Salesforce-connected workflows.

With Dialpad, Camino Financial quickly rolled out a more intuitive communications platform with Salesforce integration, customizable features, and real-time analytics for better staffing and service management. The results were significant: resolution time dropped from 48 hours to 6 hours or less, customer satisfaction rose to 97%, and the team increased its ability to reach new leads quickly, from 25% to 80% within 5 minutes.

Camino Financial

Tania Cardenas

Senior Sales And Operations Manager