Case Study: LendKey boosts on-time renewals to 94% and streamlines Salesforce with Navisite

LendKey Teams Up With Navisite to Enhance and Streamline Critical Salesforce Processes

LendKey, an online lending platform (partner lenders have issued over $3.2B in loans), had outgrown its sales tools: much client data lived in spreadsheets and emails, renewal documentation was time-sensitive and hard to track, and their Salesforce setup wasn’t tailored to their sales lifecycle. When their Salesforce administrator left, they engaged Navisite to streamline the sales process and improve visibility into key metrics like lending volume.

Navisite assessed and customized Salesforce to match LendKey’s opportunity lifecycle, integrated DocuSign, built dashboards and automated reminders, tightened security, and provided Lightning-based training for ongoing ownership. The result: a paperless, automated renewal workflow with on-time renewals rising from 88% to 94%, clearer pipeline visibility, reduced manual tracking, and improved sales productivity.

LendKey

Meredith Baer

Vice President Product Operations