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SalesForce CRM for Mortgage Industry

SalesForce CRM – Jungo Platform

With Jungo – Salesforce CRM for Mortgage Industry, Mortgage banks can simplify the process of viewing and tracking applications by efficient loan pipeline organization.

Jungo has inbuilt borrower marketing management tools as well as referral partner tools to execute and monitor marketing campaigns.

The reporting and dashboard functionality within Jungo enables to create custom reports based on contacts, transactions, tasks, etc. which can be scheduled to be generated automatically on a regular basis.

SalesForce CRM – Implementation Steps

Our Salesforce-certified experts can help with

Integration with Back End Systems

User Adoption

Right Implementation Strategy

Data Migration

Continuous Technical Guidance and Monitoring

Documentation and Knowledge Base

Implementation Methodology

Our Implementation Methodology include:

Planning & Preparation
Design
Build
Deployment
Improvements &Scaling

Implementation Methodology

SalesForce CRM Services

We can help you by providing the following services in implementing Salesforce CRM – Jungo in your organization.

Setup, configure and customize Jungo – Salesforce CRM for Mortgage Industry, to support your mortgage business needs.

Configure and customize business workflows rules and approval processes within Jungo for business process automation.

Integrate Jungo with third party applications in accordance with your business process and data driven systems requirements.

Dedicated Jungo training for admins and sales, service, management and marketing end users.

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