Case Study: Fundera doubles outbound dialing efficiency and automates sales activity with Revenue.io (ringDNA)

Fundera Drives Sales Success with Revenue

Fundera is a leading online resource that helps small businesses find and apply for loans, credit cards and other financial products, pairing eligible owners with lending specialists. Because most business is conducted by phone, Fundera faced a high-touch, high-volume call environment that required reliable, high-quality telephony, automated sales activity documentation, and a replacement for time-consuming manual dialing.

Fundera implemented ringDNA’s Intelligent Dialer for Salesforce, telephony, click-to-dial, call lists and ConversationAI to automate logging and manage calls from a single interface. The solution streamlined workflows, eliminated manual CRM entry, doubled outbound dialing efficiency with dial-next, added call routing, SMS and voicemail drop to save hours per rep, delivered advanced reporting and faster rep onboarding, and surfaced coaching moments from recorded calls.

Fundera

Tommy McNulty

VP, Sales & Customer Success