Case Study: Quality Equipment Finance automates Salesforce application intake with Kaaj

Quality Equipment Finance cuts application intake from 15 minutes to 2 with Kaaj

Quality Equipment Finance, an equipment finance lender, sought to streamline its sales, credit, and servicing processes as its volume grew. The company was already using Salesforce effectively but wanted to eliminate manual data entry for new applications. They partnered with the vendor Kaaj to introduce automation and gain an AI-powered second set of eyes on each deal.

The solution involved sales representatives simply forwarding application emails to Kaaj, which then automatically created contacts, accounts, opportunities, and assets in Salesforce. Kaaj also performed know-your-business checks, pulled asset comparables, and verified information. This reduced the time spent per application from about 15 minutes to just a couple of minutes. For a rep handling 20 applications daily, Kaaj freed up significant time for revenue-producing activities, while also providing valuable fraud detection and verification checks for the credit team.

Quality Equipment Finance