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Zinc Financial - Salesforce Customization


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Zinc Financial - Salesforce Customization

  1. 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 efficiency gains and time savings  One centralized system for all activities and reporting Zinc Financial customized Salesforce with their unique business processes