Salesforce for CDFIs
Built on Salesforce, Configured for Mission-Driven Lenders
Free online demo
Dates: Aug 12 | Sep 17 | Oct 15 | Dec 8
Host: Lily Leavitt, Practice Lead, Community Development, Craftsman Technology Group
Brad West, Account Executive, Craftsman Technology Group
This demo is recommended for CDFIs and other community lenders interested in enhancing their loan application process. Craftsman understands that commercial solutions are simply not flexible enough to meet the needs of such a diverse group of organizations.
Whether you are moving from paper processes to a digital platform or looking for a tech solution that can keep up with your organization’s growth, Salesforce will help you better serve your community.
Notable features of the solution include:
- Ability to tailor a solution to your specific lending processes
- Easy integration with peripheral applications to enhance the client experience
- Streamlined workflows to maximize efficiency of your staff
- Powerful analytics for pipeline management and donor stewardship
If you are unable to make it to any of the listed webinar sessions, please contact us to set up another time.
Craftsman's Community Development Practice helps builds capacity in those organizations that build capacity in others.