Case Study: Fundbox achieves faster credit application completions and 8 hours saved per sales rep with Salesforce Pardot

Fundbox Drives Automated Drip Campaigns in Regulars FINS Industry with Pardot

Fundbox, a U.S. financial services firm that provides online lines of credit and working-capital tools to small businesses, needed a way to automate follow-up and streamline lead handling so more registrants completed credit applications and sales reps spent less time on manual tasks.

By implementing Pardot with Salesforce, Fundbox launched automated drip campaigns, improved data flow and tracking, and set up automatic assignment for leads that hadn’t converted. The integration cut manual work (saving about 8 hours per rep each week), reduced registration-to-completion time to 15 minutes, and delivered faster turnaround on lead follow-up.

Fundbox

Brenda Colón

Lifecycle Marketing Lead