Asset Finance
Accelerating Growth: Shifting Asset Finance Company into a Higher Gear with Salesforce
Enabling 100+ end users with streamlined pipeline management and customer service workflows across a national asset finance provider.
100+
Users Onboarded
30%
Deal Cycle Improvement
6 months
Timeline
The Challenge
A national asset finance provider was operating with fragmented systems across sales, service, and operations. Deal pipelines lived in spreadsheets, customer data was duplicated across multiple databases, and reporting was manual and error-prone.
The business needed a unified CRM platform to support rapid growth, improve forecasting accuracy, and enable better customer service. With 100+ users across multiple teams, adoption and change management were critical success factors.
Our Approach
We led a full Salesforce Sales Cloud and Service Cloud implementation with a phased rollout approach. Discovery workshops mapped current processes and identified optimisation opportunities. We configured custom objects for asset finance workflows, built automation for deal progression, and integrated with existing finance systems.
User training was delivered in waves with role-specific content and hands-on practice environments. We established a super-user network to support adoption and created dashboards for real-time visibility into pipeline, conversion rates, and service case volumes.
The Impact
Within 6 months, the business had onboarded 100+ users across sales, service, and operations. Deal cycle times reduced by 30% due to automated workflows and improved handoffs between teams.
Reporting accuracy improved dramatically—executives now had real-time dashboards replacing manual spreadsheets. Customer service case resolution times improved by 25% with structured workflows and knowledge base integration. The platform became the single source of truth for customer data across the organisation.