Case Study: Engenium Capital achieves 30% more prospect visits per month with Geopointe

Engenium Capital Creates Efficiency Companywide, with Salesforce & Geopointe

Engenium Capital, a Mexico City–based financier specializing in leasing and business loans, set out to become “the most digital financial company in Mexico” after Linzor Capital acquired GE’s Mexico equipment-financing business. Facing 15,000 accounts, about 50 sales reps and only four offices, the company struggled with outdated, fragmented processes and needed to consolidate data in Salesforce and find an easy-to-adopt geolocation tool to improve lead generation, territory planning and field productivity.

By building on Salesforce and deploying Geopointe (now by AscentCloud) from the AppExchange, Engenium added mapping, Geographic Search & Analysis, Geo Library and Territory Management to unify workflows and simplify the sales UX. The fast, low-friction implementation gave reps a single interface for prospecting and routing, reduced time spent on territory administration, and drove a 30% increase in prospect visits per month.

Engenium Capital

Alejandro Alvarez

Director of Marketing