Case Study: Forward Financing Doubles Efficiency and Financing Volume with Eustace Consulting

Forward Financing’s Financing Volume Doubles, Employee Efficiency Soars

Forward Financing, a Boston-based provider of capital to small and medium-sized businesses, was using Salesforce but found that it wasn’t meeting the needs of its fast-moving financing operation. With unclear team roles, limited data control, cumbersome workflows, minimal automation, and no real reporting, the company needed a more tailored CRM approach to support its one-business-day turnaround promise. It turned to Eustace Consulting, a Salesforce CRM solutions provider, for help.

Eustace Consulting audited and cleaned up Forward Financing’s data, rebuilt processes around the company’s cyclical financing workflow, defined team roles more clearly, and added automation and integrations for tools like e-signature, Heroku, and automatic document generation. The result was a dramatic performance lift: credit decisions more than doubled per month, financing volume increased by 243%, and employee efficiency doubled.

Forward Financing

Justin Bakes

Chief Executive Officer