Merit Lending Streamlines Operations and Boosts Lead Conversion with Salesforce
Truffle is very responsive, have provided exceptional resources, and supported our initiatives and work above expectation.
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Kelly Graham
President, Merit Lending
Products Used
Sales Cloud
About Merit Lending
Merit Lending, a family-owned mortgage brokerage based in Las Vegas, NV, was struggling with inefficient business processes and missed opportunities due to their reliance on Monday.com for task management. To improve operations, Truffle helped implement Salesforce, replacing their outdated systems and customizing workflows to streamline day-to-day operations.
The Challenge for Merit Lending
Lack of Defined Processes and Missed Opportunities
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Before transitioning to Salesforce, Merit relied on Monday.com, which resulted in missed business opportunities and failure to close loans on schedule. The absence of a well-defined business process and a dedicated CRM system made it difficult to manage essential tasks, convert leads, and track day-to-day operations. As a result, they suffered significant losses and ran the risk of losing valuable business opportunities due to manual processes and lack of automation.
How Truffle Helps Merit Lending
Salesforce Implementation and Customization
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Truffle replaced Merit Lending’s outdated Monday.com system with Salesforce, enhancing flexibility and streamlining business processes. By customizing Salesforce to fit their needs, we refined their lead process, incorporated task notifications, and established a lead nurturing process. This gave Merit a 360-degree customer view, enabling better lead conversion and more efficient operations.
