Success with SOLVD | Hum Capital

SOLVD BLOG

Success with solvd | HUM CAPITAL

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, Experience Cloud

SERVICES: Outsourced Admin

Hum Capital’s funding platform pairs growth companies with investors and lenders to make funding equitable, efficient, and accessible.

WHAT THEY NEEDED?

Hum needed to streamline the process of syndicating deals between investors and capital seeking companies. The process is complex and involves handing the deal off from team to team, and meeting specific requirements along the way. They also wanted to integrate salesforce with their platform, improve their internal meetings, aggregate data from custom child objects to opportunities, take notes on deals, and have a user manual for new and existing employees.

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. SOLVD met with the stakeholders at Hum and diagramed current processes and then designed a new system to condense their existing sales process into a simple set of validation steps that could be done in the order their reps needed and with room for exceptions and edge cases. SOLVD set up an ownership model to make sure the right deals were showing up for the right users at the right time. SOLVD’S team implemented Salesforce notes and Activity Tracking and provided training so that users could have all their notes in the right place. SOLVD also set up the data model for their internal team to build out an integration with their product platform, configured rollups for aggregated data at a glance, and wrote a user manual to help drive user adoption.

WHAT THEY SAID

“Loved working with SOLVD :)” – Michael Slawson Head of Growth at Hum