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Dan Lawson of Lawson & Associates and Basil Fedynyshyn of Wells Fargo discussed how Salesforce helped their organizations improve productivity and business results. Both saw increases in sales volume and reductions in costs. Key benefits included centralized client information, remote access, automated workflows, and real-time dashboards for tracking performance. Salesforce provided an integrated platform to manage leads, opportunities, and customer relationships from first contact through the entire lending lifecycle.

Economía y finanzasEmpresariales
1 de 26
Accelerated Lending on Demand Dan Lawson, Lawson & Associates Basil Fedynyshyn, Wells Fargo Track: Financial Services
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Thank You to Our Partners!!!
Dan Lawson President/CEO Basil Fedynyshyn Vice President Platform Management David Cahill Chris Sommers Salesforce.com Moderated By: Speaker Panel
D AN L AWSON President/CEO [email_address]
Lawson & Associates Mortgage Planners ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Profile :
Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Challenges, Cont. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Solution: Salesforce! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Results: Productivity & Profits! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Dashboard
Imagine it. Learn it. Use it. ,[object Object],[object Object],[object Object],[object Object],[object Object]
Basil Fedynyshyn Vice President - Platform Management [email_address]
Wells Fargo & Company Consumer Credit Group Profile ,[object Object],[object Object],[object Object],[object Object],INDUSTRY: Diversified Financial Services EMPLOYEES: 158,000 GEOGRAPHY: US # USERS: 1,300 +
Business Goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Targeting the End to End Lending Life Cycle Generate Demand Manage Partners Sell Board Service Needs Build Loyalty & Retain Business Development Marketing Web, Telesales Agents, Brokers, Store Bankers Web, Telesales Agents, Brokers, Store Bankers Processors Customer Management Customer Service ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Recover Past Due Collections ,[object Object],[object Object],Prospect Lead Applicant Customer
Lead & Campaign Management WF.com & 3 rd parties sites WF Marketing Auto Dialer Auto Assignment Inbound & Outbound Introduction ,[object Object],[object Object],[object Object],Introduction
Contact Management Task Reminders CTI Click to Call with Auto Noting Follow-up Communications Customer & Acct. Systems ,[object Object],[object Object],[object Object],[object Object]
Pipeline Management Event Monitor / Task Creator Loan Processing System Task Monitoring & Escalation ,[object Object],[object Object],[object Object]
Results ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Business Technology
Key Success Factors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
QUESTION & ANSWER SESSION Basil Fedynyshyn Vice President Platform Management Dan Lawson President/CEO
Don’t miss these Activities: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],We strive to improve, t hank you for filling out our survey. ,[object Object],[object Object]
Customer Hall of Fame Dan Lawson, CEO of Lawson & Associates says: “… Salesforce has proven to be a wonderful tool for our business model. As a result, we are more competitive, our sales & profitability have increased, and our sales & support teams work more efficiently together. I truly feel we have a significant edge on our competition! Dan Lawson Lawson & Associates What the fans are saying: Famed Statistics: 85% Login Rate Apps Downloaded: Partner Portal, Strategic Account Planning & Adoption Dashboard ,[object Object],[object Object],[object Object]

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