Success with SOLVD | Good Day Financial

SOLVD BLOG

Success with solvd | Good Day Financial

SOLVD Client
Success Stories

As innovators in the industry, we impart intelligent solutions, insightful knowledge, and unsurpassed guidance. We’ve honed a collection of highly skilled professionals and cutting-edge tools to tackle complex problems and deliver. We only hire people we like to work with and we’re confident you’ll like them too. We promise direct communication and collaboration in a friendly environment built on approachability and support.

Working with our clients is our favorite thing we do at SOLVD, that and our holiday dinner at Valters 😊

INDUSTRY:Financial Services

PRODUCTS: Sales Cloud,Customer 360 Platform

SERVICES: Ongoing Support

Good Day Financial helps clients across the US to achieve their financial goals while creating the home and lifestyle they desire.

WHAT THEY NEEDED?

Good Day Financial needed a better way to report on the interactions their bankers had with clients. Specifically, they needed to improve how they tracked phone calls and texts so that they could ensure customer needs were met in a timely manner.

HOW WE SOLVD IT

SOLVD designed a solution using Salesforce Flows that automated parts of the call logging process so that loan officers could focus on what they do best and not worry about manually entering data in Salesforce! This also enhanced the reporting process so that management had visibility into how loan officers were performing and could recognize where to improve.

WHAT THEY SAID

“We spoke to a few different partners prior to selecting SOLVD and they were the best fit for us. We feel they are honest and knowledgeable. In our experience, they have been focused on the success of our business, not the amount of hours or projects they can rack up from us. It feels like a partnership and we are grateful to be working with them.”- Kayla Boynton