Case Study: LendKey streamlines Salesforce processes with Navisite

LendKey boosts on-time renewals from 88% to 94% with Navisite

LendKey, a fast-growing financial company, had outgrown its existing tools and faced challenges with its Salesforce environment, which was not customized for its unique sales process. Critical client information and renewal documentation were managed outside of Salesforce via spreadsheets and emails, creating inefficiencies and a lack of visibility. After their Salesforce administrator departed, they partnered with Navisite for Salesforce consulting and implementation services to streamline their sales process and improve metric tracking.

Navisite conducted a thorough assessment and then customized Salesforce to align with LendKey's business, integrating it with DocuSign to create a paperless renewal process. The solution included new dashboards for tracking key metrics and enhanced security. As a result, Navisite helped boost LendKey's on-time renewal rate from 88% to 94%, eliminated manual tracking, and provided full visibility into the sales pipeline through automated reporting and reminders.

LendKey