The client offers farmers and ranchers the agricultural financing they need to fulfill their dreams, providing a variety of loan products, including long term fixed rates, low-interest rates, and lines of credit.
The sales team was using a third-party product to manage opportunities. This product was primarily providing them with the Kanban view but offered customizations and the ability to see all the deals against the Salesforce standard Kanban, where cards cannot be customized, and a limited number of deals can be viewed at one time.
They wanted to replace this third party project, and the key challenges were:
The client was founded the company with roots in agriculture and an entrepreneurial spirit, offering a spectrum of loan solutions that supports long-term production and success for farmers, ranchers, landowners, and investors. The client places its focus on agricultural real estate financing, aimed at reducing the friction of the nation's 2.1 million farmers by providing loan products designed with the American farmer in mind.
The client differentiates from banks and traditional lenders in that we offer custom loan packages ranging from a 10-year line of credit to 30-year fixed mortgage options using unregulated funds to meet land owner's needs; competitive rates ranging from conventional to asset-based; interest-only payment structures, as well as fully amortizing loans.
Bolt Today was engaged through our partner Configero, to deliver the custom Kanban, based on Bolt Metrics framework.
Bolt Today designed and deployed the solution with the following features:
The Bolt Today team also further created the Managed Package “Bolt Kanban” and it is distributed through the AppExchange Today. Download your free copy today.
Bolt Kanban screen shots: