Case Study: Forward Financing doubles financing volume with Eustace Consulting’s Salesforce overhaul

Forward Financing increases financing volume by 243% with Eustace Consulting

Forward Financing, a provider of capital to small- and medium-sized businesses, faced significant challenges with its Salesforce implementation after two years of use. Their system lacked proper role differentiation, data control, and automation, which hindered their ability to serve customers efficiently. Seeking an expert to tailor the system to their distinct needs, they turned to Eustace Consulting for help.

Eustace Consulting performed a thorough audit and cleanup of the data before re-implementing Salesforce to align with Forward Financing's critical business processes. The solution included defining team roles, building complex workflows for their cyclical sales process, and creating automation with Apex triggers. As a result, Forward Financing more than doubled its monthly credit decisions, increased financing volume by 243%, and doubled employee efficiency.

Forward Financing