Fundera Drives Sales Success with Revenue

Fundera needed a sales engagement platform that could support a high-touch, high-volume call environment while eliminating time wasted on manual tasks. By implementing the Revenue.io Global Communications Hub with automated sales activity recording, click-to-dial, and advanced telephony, Fundera streamlined its workflows and improved efficiency.

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