Stats
10
Vention team members
1:3
ratio of Vention to in-house devs
3
new fully customized CRM features
Project description
Drawn to our team’s extensive Salesforce implementation experience and status as a preferred Salesforce Partner, Sungage tasked us with supporting and adding new features to their built-in CRM system, leveraging Salesforce best practices.
We started with functionality that would empower the client to offer solar panel installers special buy-down programs and more affordable loans. Next, we built infrastructure that made it possible to grant loans only for batteries — not the whole solar panel.
Finally, we upgraded the Sungage CRM just in time for the Salesforce Spring ‘21 release — losing zero data or functionality in the process.
The result
Through their collaboration with Vention, Sungage Financial leveraged their CRM system 30 percent more effectively, while attracting more customers and raising additional revenue.
Powered by our solution, the company has gone on to form partnerships with some of the world’s best banks including NBT Bank, DCU, and many more.
Tools & technologies
Backend
ApexSalesforce SOAP APIVisualforceSalesforce REST API
Cloud
Salesforce Sales CloudSalesforce Community Cloud
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