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 Their aim is to evolve from an outdated lending process to a simple and efficient business funding model.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, although functional, lacked the efficiency and automation needed to cater to the dynamic needs of small and mid-sized businesses.
The objectives were clear:
Efficient Lead Generation:
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- Revamp the website’s interface to facilitate a seamless and user-friendly lead generation process.
Seamless CRM Integration:
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- Ensure that the leads generated are automatically integrated into the CRM, enhancing data accuracy and efficiency.
Automated Workflow:
- Eliminate the manual process of data entry into the CRM, fostering a more streamlined and efficient operation.
Solution
Codup, with its expertise, embarked on a journey to transform American Direct Funding’s operational efficiency, implementing:
Multi-Step Gravity Forms:
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- A sophisticated, user-friendly multi-step Gravity Forms solution was integrated into the website.
- The front-end development 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
The transformation was evident, and the benefits, substantial:
Enhanced Operational Efficiency:
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- The automation of the lead management process led to a significant reduction in manual interventions, boosting operational efficiency.
Increased Lead Generation:
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- The intuitive multi-step Gravity Forms enhanced the user experience, leading to an uptick in lead generation.
Streamlined Workflow:
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- The seamless integration with Freshsales CRM ensured that leads were automatically managed, fostering a streamlined and efficient workflow.
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.
