Experienced Team Building Robust Salesforce Solutions

Banking & Finance

Business challenge

Like many businesses Pepper’s primary challenge was to provide senior management & sales staff with visibility over their sales pipeline and 3 rd party originator portfolio. There was limited line of sight in order to maximize conversion rates and shorten the sales cycle across their Direct lending / loan origination business.

In their mortgage broker & asset finance business there was no ability for Business Development Managers to be able to manage their portfolio of originators, where they could track actuals vs. targets in a consistent & meaningful way.

The solution

Salesforceworld lead the Salesforce CRM programme end to end across Peppers Australian, UK & Ireland business, managing a team of internal, external vendor & contractor resources to deliver a world class sales support platform. Salesforce is now integrated with Peppers loan origination and servicing platforms, so BDM’s can manage their portfolio with ease, where actuals vs. targets are plotted on a map, including any variance with traffic lights showing Red, Amber, Green so that originator performance can be benchmarked.

Coupled with mobility support BDM’s can now plan their visitation routes with ease and conduct meaningful visits with their brokers, where performance can be discussed in real-time include loan volumes, default rates & lending patterns.

Peppers Direct line of business sales performance is now more outcomes focussed with league tables projected on LCD screens to drive natural, competitive sales behaviours amongst their Lending Specialists. They can now track marketing spend to website enquiry to deal closed with ease to maximise ROI.

Why choose us?

We strongly believe individually we are good, but together we are awesome. At Salesforceworld our emphasis on teamwork extends to encompass our customers team & success as well.