Sales Cloud and Integration
Client: First Tech
Wilco Source assessed the situation and worked on streamlining the entire process by integrating multiple platforms such as Avoka, Biztalk and DNA.
Real-time integration and nightly data feeds were key for quickly accessing the accounts in the database. Unique identifiers were built to connect Salesforce with the external applications. Biztalk was used as the integration platform to connect Salesforce to DNA and Avoka.
Unnecessary data retrieval was removed from the standard business process and an on-demand push button service was implemented to allow branch representatives to access other less frequently needed customer information.
- Through process improvements and by fixing integration challenges,we decreased the loan application processing time.
- We helped the agents handle higher numbers of applications each day.
- This resulted in enabling the client to process more loans for their customers in a
shorter time thus helping them to increase revenue and operate more efficiently.