Lawson & Associates Mortgage Planners Nearly Double Annual Loan Volume Since Standardizing on Salesforce for Financial Services
Full service mortgage brokerage joins the more than 1,200
financial services companies experiencing success and full compliance with salesforce.com
Salesforce Service & Support supplies self-service portal to deliver better information
access to partners, a key competitive differentiator
SAN FRANCISCO - May 8, 2007 - Salesforce.com [NYSE: CRM],
the market and technology leader in on-demand business services, today announced that Lawson &
Associates Mortgage Planners has chosen Salesforce for Financial Services to provide a secure and
easy way for its mortgage planners and support staff to share information both internally and
externally with its lender and realtor partners. Salesforce for Financial Services combines
salesforce.com's award-winning CRM, the on-demand Salesforce Platform, and industry applications
from the salesforce.com partner community into a specific solution for financial services
companies. By providing partners with complete and round-the-clock access to mortgage application
data through a self-service portal, Lawson & Associates has differentiated itself from
competitors by making it simpler and faster to finalize contracts. The Salesforce solution
has supported the company as it nearly doubled its loan volume over the last year.
Lawson & Associates Mortgage Planners is one of the 29,800 companies of all sizes,
industries and geographies that comprised the salesforce.com customer base as of January 31, 2007.
Revenue and subscribers will be recognized as the service is delivered.
"We initially contacted salesforce.com for a solution that provided a secure way for our
sales and support teams to access information when working remotely. When we discovered the
tremendous flexibility of Salesforce and learned we could easily customize it for our particular
needs, we decided to extend that information access to our partners," said Dan Lawson, CEO and
president of Lawson & Associates. "By enabling the self-service portal, Salesforce gave
us the foundation to deepen our relationships with the lenders and realtors that are critical to
our success."
Salesforce for Financial Services Enables Compliance
One of the most important benefits that Salesforce for Financial Services provided was a
secure business environment which enabled Lawson & Associates to be in full compliance with
laws that dictate how financial services organizations use, store and share data. Prior to
Salesforce, Lawson & Associates had been using outdated databases to store customer and
mortgage application information. Users struggled with remote access and synchronizing data,
and suffered time and productivity losses. In less than six weeks, the company deployed and
customized Salesforce and rolled it out to its mortgage planners and support staff. The
Salesforce solution provided instant access to data from any Web browser and a flexible way to use
information for marketing, sales and follow-up support needs.
Looking to expand upon its success, Lawson & Associates used the Salesforce Platform, the
world's first on-demand platform, to customize a password protected self-service portal that gives
lending organizations, realtors and tax attorneys status reports for their clients'
transactions. Making real-time updates available not only supports their business and fosters
deeper relationships, but also provides Lawson & Associates mortgage planners and support staff
a valuable time saving platform to update and respond to ongoing requests about transaction status
and contract completion.
"Salesforce has been instrumental in making our company more competitive, more agile and more
productive, which allowed us to nearly double our business," added Lawson. "Based on this
success, we're looking forward to an even more profitable year ahead."
Salesforce for Financial Services
More than 1,200 financial services firms and more than 60,000 financial services
professionals are standardizing on Salesforce in Wealth Management, Banking, Capital Markets,
Mortgage, and Insurance. These customers are leveraging Salesforce to build deep, long-lasting
relationships and are supported by the largest ecosystem of partner solutions available at
www.appexchange.com, including financial services industry specific solutions. All of these
solutions are built on the Salesforce Platform, the worlds most powerful and trusted on-demand
platform. For more information, please visit http://www.salesforce.com/fs.
Salesforce Platform and the AppExchange
Salesforce Platform is the on-demand platform for the next generation of business applications.
Salesforce Platform reinvents traditional customization and integration and enables the creation of
a whole new generation of on-demand applications that go beyond client/server computing. The
Salesforce Platform allows applications to be easily shared, exchanged and installed with a few
simple clicks via salesforce.com's AppExchange directory, enabling all the innovation that the
Salesforce Platform unleashes to benefit the entire on-demand community.
The AppExchange economy continues to expand as thousands of salesforce.com customers have
installed thousands of on-demand business applications available on the AppExchange, found at
http://www.salesforce.com/appexchange.
Salesforce Platform and the AppExchange
Salesforce Platform is the on-demand platform for the next generation of business applications.
Salesforce Platform reinvents traditional customization and integration and enables the creation of
a whole new generation of on-demand applications that go beyond client/server computing. The
Salesforce Platform allows applications to be easily shared, exchanged and installed with a few
simple clicks via salesforce.com's AppExchange directory, enabling all the innovation that the
Salesforce Platform unleashes to benefit the entire on-demand community.
The AppExchange economy continues to expand as thousands of salesforce.com customers have
installed thousands of on-demand business applications available on the AppExchange, found at
http://www.salesforce.com/appexchange.
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