American Direct Funding
American Direct Funding is a lending company that makes it easy for small and mid-sized businesses to obtain funds in a simple, efficient, and hassle-free manner. Their aim is to evolve from an outdated lending process to a simple and efficient business funding model.
Technology:
Wordpress
Service:
Systems Integration
Challenge
American Direct Funding was on a quest to refine its business funding model. The traditional lending process lacked the efficiency and automation needed to cater to the dynamic needs of small and mid-sized businesses.
The objectives were clear:
- Revamp the website’s interface to facilitate a seamless and user-friendly lead generation process.
- Ensure that the leads generated are automatically integrated into the CRM, enhancing data accuracy and efficiency.
- Eliminate the manual process of data entry into the CRM, fostering a more streamlined and efficient operation.
Solution
Codup helped transform American Direct Funding’s operational efficiency, implementing:
Multi-Step Gravity Forms:
- A sophisticated, user-friendly multi-step Gravity Forms solution was integrated into the website.
- The front-end interface was enhanced, promoting an intuitive user experience and efficient lead generation.
Freshsales CRM Integration:
- A seamless integration with Freshsales CRM was established, ensuring automatic entry of leads generated on the website.
- This integration eradicated the need for manual data entry, promoting data accuracy and operational efficiency.
Results
With these strategic enhancements, American Direct Funding not only elevated its operational efficiency but also enhanced the user experience for its clientele, marking a significant stride in its journey towards becoming a leader in providing efficient funding solutions to businesses.
