(888) 815-0802Fundera Drives Sales Success with Revenue
THE CHALLENGE
- Fundera’s highly personalized business model requires a platform that can effectively handle high-touch, high call volume environments
- Need to automate sales activity documentation
- Since most business is conducted over the phone, Fundera needed a reliable solution with high quality voice
- A replacement for physical dialing which added up to hours of lost time
THE SOLUTION
- RingDNA, the Revenue.io Global Communications Hub
- Revenue.io automated sales activity recording
- Revenue.io telephony
- Revenue.io click-to-dial and call lists
THE RESULTS
- Highly efficient and effective workflows, performed from a single source
- Automated activity logging, eliminating manual CRM data entry for the sales team
- Click-to-dial anywhere within the sales reps’ browsers
- Dial-next for speed dialing down Salesforce lists, doubling outbound dialing efficiency
- Call routing and call queues for call distribution
- SMS messaging within the same tool, allowing the sales team to send and receive texts with their prospects
- Voicemail drop, saving hours per day, per rep spent leaving voicemails
- Advanced sales reporting for total management visibility
Fundera is the go-to financial resource for everything small business. It provides a single source where business owners can find and apply for loans, credit cards, accounting, banking solutions, and related resources. For those applying for loans, Fundera pairs eligible business owners with a lending specialist who understands their business needs.
"Revenue.io is the very first sales system that I have just been unequivocally happy with and would recommend to everyone."
Tommy McNulty, VP, Sales & Customer Success, Fundera
WHY REVENUE.IO?
As a result of their work with Revenue.io, Fundera is able to onboard sales reps faster. Thanks to Revenue.io’s intuitive interfaces, salespeople see immediate productivity and efficiency gains.