CRM and Beyond: Dreambuilder Investments Runs on Salesforce and the Force.com Platform to Increase Assets Under Management by 129 Percent

"We implemented Salesforce because we recognized its robustness in conjunction with extreme flexibility and customizability. Indeed, it lends us the ability to manage our entire operation on one comprehensive platform. The Force.com along with the AppExchange ecosystem has empowered us to build custom apps, integrate third-party systems, and deploy pre-integrated solutions that have helped us increase assets under management by 129 percent in one year. With functionality that touches all aspects of our business, Salesforce has become the lifeblood of our company."


Challenge
  • Dreambuilder Investments—a small New York-based mortgage investment firm—needed more than a CRM tool to manage its bourgeoning business
  • An online version of ACT! could not bend to the myriad customization needs of Dreambuilder’s evolving business, nor could it support the unique challenges faced by the financial services sector
  • Because the company needed a comprehensive solution that mapped to each facet of its business, robust functionality and integration capabilities were crucial
  • Partners account for a large piece of Dreambuilder’s business, so its solution had to include channel management

Solution
  • Impressed by its customizability and the breadth of solutions offered on the AppExchange, Dreambuilder implemented Salesforce Platform Unlimited Edition to eight people in just five days
  • From the AppExchange, the company installed the following apps, extending the benefits and value of Salesforce companywide:

  • -VerticalResponse helps Dreambuilder create email campaigns with response tracking within Salesforce

    -ClickTools, a survey application, captures valuable prospect data to help Dreambuilder more effectively sell mortgages

    -Strategic Account Planning allows company leaders to collaborate, plan, and coordinate sales efforts for maximum results

    -Advanced Call Scripting guides sales reps through their interactions with customers using tailored, interactive scripts

    -DreamTeam offers a collaborative project management solution that incorporates shared calendaring, document management, and team communications

    -The company plans to roll out AccountDynamics to enable integration between QuickBooks and Salesforce for its finance and operations employees

  • Using Force.com Builder, Dreambuilder quickly and easily customized apps and developed a scoring system that relies on bi-directional integration between Oracle and a custom object in Salesforce
  • The Force.com Web Services API bridges Salesforce with a strategic partner via 30 to 40 fields through which both companies exchange service deal information
  • Custom tabs such as Deals, Investments, Homeowner Details, and Borrower Payments allow Dreambuilder to quickly tailor Salesforce to its processes as they evolve
  • Dashboards track mortgage/property purchases, leads, deals, and revenue for easy forecasting and reporting
  • Dreambuilder plans to make available its proprietary mortgage management software to up to 1,000 partners via the Salesforce Partners partner portal; 20 partner users are already in pilot

Results
  • 129 percent growth in assets under management in one year is attributed in large part to Salesforce
  • The company runs all aspects of its operations—from investors and partners to products and deals—on demand with Salesforce and AppExchange apps
  • Force.com and the AppExchange ecosystem help Dreambuilder quickly leverage a deep repertoire of pre-integrated solutions and develop custom apps to fit its specific business needs
  • An increase in sales volume is attributed to the company’s ability to view and modify workflow on the fly
  • Simple customizations—executed without a developer—transformed Dreambuilder into an agile organization with greater insight into its business
 
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