Introduction
Imagine having all your vital business data scattered across multiple disconnected systems-spreadsheets, legacy CRMs, custom databases-and attempting to keep track of it all. This was the situation our client, an auto loan auditing company, found themselves in. Their team juggled countless logins, worked on outdated information, and spent more time searching for data than analyzing it. Our mission? Consolidate their processes into a single, streamlined platform using the power of Salesforce and AWS.
The Challenge
- Multiple Disparate Systems: The company managed various aspects of the auto loan auditing process-like client onboarding, loan data verification, and compliance checks-across separate tools.
- Inefficient Data Flows: Without a central data hub, team members wasted precious hours searching for loan documentation and verifying audit statuses.
- Limited Visibility: Executives struggled to gain holistic insights into business performance, pipeline forecasting, and audit timelines.
Overall, the tangle of platforms bogged the company down, preventing them from delivering efficient and reliable audits for their clients.
Our Approach
- Centralize on Salesforce
- Data Modeling: We started by defining a clear data model in Salesforce, ensuring every auto loan record was organized with consistent fields and relationships.
- Automated Workflows: We configured flows and process builders to automate repetitive tasks, including audit scheduling, compliance checks, and report generation.
- User-Friendly Interface: We customized page layouts and record views so that every department-whether client-facing or administrative-saw only the information relevant to their role. We even through in a completely custom UI for the loan processors.
- Integration with AWS
- Secure Data Storage: We leveraged AWS to handle large volumes of loan documents, ensuring secure storage and quick retrieval within Salesforce.
- Scalable Analytics: Using AWS services, we set up an analytics pipeline to process massive data sets, giving real-time insights into loan performance trends.
- API Connectivity: With AWS Lambda and API Gateway, we created connections to external data sources (e.g., credit bureaus, third-party compliance services) for richer, on-demand information directly in Salesforce.
- Real-Time Reporting
- Custom Dashboards: We built dynamic Salesforce dashboards that surface real-time metrics, such as audit cycle times, outstanding loan documents, and compliance red flags.
- Executive Insights: Leadership can now instantly gauge performance by region or lender, improving their ability to make data-driven decisions.
The Results
- 90% Reduction in Search Time: By unifying data into Salesforce, employees no longer toggle between multiple systems.
- Enhanced Compliance: Automated workflows ensure each audit follows a consistent sequence, reducing human error.
- Increased Visibility: Centralized dashboards give executives real-time snapshots of every audit in progress-enhancing accountability.
- Rapid Scalability: AWS integrations handle increased data volumes seamlessly as the company’s client base grows.
- Dramatic Efficiency Gain: They processed as many loans in the first quarter post-implementation as they did in the entire previous year-a testament to the power of a single, consolidated platform.
Conclusion
Combining Salesforce’s powerful CRM capabilities with AWS’s robust, scalable infrastructure created a single source of truth for our auto loan auditing client. Gone are the days of juggling multiple logins and hunting for missing files. Today, they have a centralized platform that streamlines workflows, enhances compliance, and delivers data-driven insights at every step.
Ready to streamline your own processes? Let us help you consolidate your systems and unlock the power of integrated data. Contact us today to learn more about our Salesforce and AWS solutions.
