Advanced Markets wanted to connect their application forms and customer registration data into Sales Force’s cutting-edge CRM systems. Using Shrinking Planet’s custom Financial Account Application software, detailed leads can be gathered with all the required supporting documents and information. Then using the Sales Force API, registrations are processed and transferred to the Sales Force CRM where they are displayed in an effective and actionable manner. These reports and automations save Advanced Markets valuable time and resources on a daily basis.
- Region-based registration software customized to fit Advanced Market’s specific needs.
- Automated data importation and aggregation into the Sales Force CRM.
- Aggregation includes custom taxonomies, such as Opportunities, Leads, and Individual vs. Corporate application types.
- Email communications and dynamic print-ready PDF generation.