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We're at ELFA 2026

25th to 27th October, Palm Desert CA

Let's meet at Booth #48

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Marketing Cloud and Pardot

  • Personalized Journeys.
  • Customized Experiences.
Establish a 1-to-1 relationship of your brand with your borrowers throughout the lending process

We enable you to manage your entire customer lifecycle, from initial inquiry to loan application and approval, using Marketing Cloud and Pardot. These products from Salesforce help nurture prospects and help enhance customer satisfaction and loyalty.

Marketing Cloud
Using Marketing Cloud, we forge a much stronger, significant relationship with your customers that helps you connect the dots across all your customer touch points.
From technical advice to complete project management, we help you implement the Marketing Cloud system for your company.
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Integrated Customer Data & Personalization
  • list icon Consolidate and integrate customer data from sources such as website analytics, mobile apps, and such to understand customers’ interactions, preferences, and demographics
  • list icon Segment based on profiles, needs, preferences, and criteria such as loan type, creditworthiness, repayment behavior, and more
  • list icon Dynamically create and deliver relevant and personalized loan options, messages, content, rewards, incentives, and marketing offers
  • list icon Create cross-sell and upsell opportunities using landing pages, emails, and messaging, and by including relevant touchpoints in journeys
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Automation & Cross-Channel Campaign Management
  • list icon Define the stages, touchpoints, and actions that borrowers go through during their engagement with you to streamline the loan acquisition process
  • list icon Create automated workflows to trigger personalized communication at various stages of the journey, such as emails or SMS for repayment reminders
  • list icon Customize reports, dashboards, and metrics to monitor the effectiveness of your marketing campaigns, track conversion rates, and analyze borrower behavior
  • list icon Maintain compliance adherence by using features like data security, consent management, and audit trails.
Pardot
Pardot platform can help you reinforce your marketing initiatives and generate quality leads for your lending business.
We put together a program to suit your needs – ranging from developing an email template, tracking website visitors to handling the entire marketing automation engagement.
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Lead Generation and Nurturing
  • list icon Use customized triggers, actions, and decision points to automate lead nurturing, follow-ups, and loan application process
  • list iconTailored messages, offers, and content based on customer demographics, loan preferences, credit history, and other relevant data
  • list icon Custom landing pages and forms to reflect your unique value proposition, highlight loan options and incorporate trust-building elements
  • list icon Progressive form filling ensuring lead data is accurate and actionable which aids profiling & segmentation
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Sales and Marketing Alignment
  • list icon Customized lead scoring & grading using attributes such as loan type, credit score, income level, or employment status
  • list icon Activity monitoring to capture information, automatically assign leads, identify bottlenecks in the process, take corrective actions
  • list icon Integration with other systems & custom data mapping to ensure accurate and consistent sharing of relevant customer information
  • list icon ROI & revenue attribution by tracking and analyzing sales and marketing activities, and performance metrics
See what Lending Logik can do for you
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Salesforce Consulting
& Advisory
Helping you make informed decisions in this complex and ever-changing lending industry
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Salesforce
Implementation
Simplifying the way, you manage loans using Salesforce-enabled process flows, making lending easier.
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Salesforce
Development
Designing workflows to help you originate, score, decide, and document your lending deals with Salesforce.
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Managed
Services
Ensuring your continued wins after Salesforce implementation with streamlined loan management journeys.
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Remote Salesforce Team
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  • tick Flexible
  • tick Cost Effective
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Hire Salesforce Developers and Hire Salesforce Admins to work remote, as dedicated Full Time or Shared resources.
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Integrations with Lending Ecosystem Products
Lead Aggregator
  • Integrate Phonexa with Salesforce
  • Integrate Lead Market with Salesforce
  • Integrate eBroker with Salesforce
  • Integrate Overflow with Salesforce
  • Integrate Zero Parallel with Salesforce
  • Integrate Clear Nexus with Salesforce
  • Integrate PingYo with Salesforce
Document Management
  • Integrate Conga with Salesforce
  • Integrate DocuSign with Salesforce
  • Integrate Nintex with Salesforce
  • Integrate Webmerge with Salesforce
  • Integrate A5 Doc Merge with Salesforce
Bank Data
  • Integrate Plaid with Salesforce
  • Integrate Credit Sense with Salesforce
  • Integrate Proviso with Salesforce
  • Integrate TaleFin with Salesforce
Process Mining
  • Integrate Seriously Compliant Software with Salesforce
Credit & Identity Verification
  • Integrate Equifax with Salesforce
  • Integrate Experian with Salesforce
  • Integrate Illion with Salesforce
  • Integrate DataX with Salesforce
  • Integrate Green Id with Salesforce
  • Integrate Aply Id with Salesforce
Accounting Software
  • Integrate QuickBooks with Salesforce
  • Integrate Xero with Salesforce
  • Integrate Myob with Salesforce
  • Integrate Zoho Books with Salesforce
Payment Processors & Gateways
  • Integrate Zepto Books with Salesforce
  • Integrate paypal Books with Salesforce
  • Integrate IntegraPay with Salesforce
  • Integrate Bpoint with Salesforce
  • Integrate Loan Payment Pro with Salesforce
  • Integrate Checkout with Salesforce
  • Integrate Peach Payments with Salesforce
Surveys & Email Marketing
  • Integrate Survey Monkey with Salesforce
  • Integrate Survay Vista with Salesforce
  • Integrate MailChimp with Salesforce
  • Integrate SendGrid with Salesforce
SMS communication
  • Integrate Twilio with Salesforce
  • Integrate Mogli with Salesforce
  • Integrate Solutions by text with Salesforce
  • Integrate SMS-Magic with Salesforce
Success Stories
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Assisting Australian Business Credit to give Rent Roll Loans & Trail Book Loans with Salesforce
Australian Business Credit achieves process automation in data collection, customer onboarding, and lead management using Salesforce products and custom development.
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Empowering Capify to extend Business Loans in Australia & UK with Salesforce
Capify needed a way to streamline the partner onboarding process, enhance the overall partner experience, and increase business process efficiencies.
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Facilitating OZ Cash Loans’ underwriting & disbursal of Personal Loans with Salesforce
Oz Cash Loans pursues paperless processing to staying agile and relevant in a dynamic financial market.
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Trusted Salesforce Partner of Lending Companies
Marquee Clients
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