Case Study: First National Bank of Omaha boosts Salesforce adoption and pricing efficiency with PrecisionLender

First National Bank of Omaha - Customer Case Study

First National Bank of Omaha wanted to get more value from Salesforce after adding it as its CRM in 2012, but needed a better way to bring useful commercial lending data into the system and make it easy for relationship managers to adopt. To solve this, the bank turned to PrecisionLender for commercial pricing and profitability management.

PrecisionLender built a direct integration with Salesforce that let RMs launch pricing from a Salesforce opportunity with a single click and automatically sign in to both systems. The result was faster adoption and better workflow efficiency: Salesforce logins increased from a little more than once a month to once a day, and the number of opportunities priced in PrecisionLender rose by 50% in the quarter after the connector went live.

First National Bank of Omaha

Andy Max

Director of Pricing Strategy and Performance