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Fundera Drives Sales Success with Revenue.io

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 dialer for Salesforce
  • 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.