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Problem
• Zinc Financial wanted to use a unique method of leads and contacts
• Zinc Financial needed to have a centralized solution for prospecting,
origination, underwriting, and servicing. These were being handled in
various systems.
Solution
Mansa Systems implemented and customized Salesforce to their unique use
of leads and contacts and eliminated the need for other systems.
Benefits
 Massive efficiecny gains and time savings
 One centralized system for all activities and reporting
Zinc Financial customized Salesforce
with their unique business processes

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Zinc Financial - Salesforce Customization

  • 1. Problem • Zinc Financial wanted to use a unique method of leads and contacts • Zinc Financial needed to have a centralized solution for prospecting, origination, underwriting, and servicing. These were being handled in various systems. Solution Mansa Systems implemented and customized Salesforce to their unique use of leads and contacts and eliminated the need for other systems. Benefits  Massive efficiecny gains and time savings  One centralized system for all activities and reporting Zinc Financial customized Salesforce with their unique business processes