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Success Story
Assisting Smart Leasing to manage Vehicle Leasing smartly with Salesforce
Swift Loan

Client Overview

SmartGroup Corporation (ASX:SIQ), is an Australian Financial Services company offering Salary Packaging, Novated Leasing, Fleet Management & Payroll Administration services

Key Objectives

  • SmartLeasing needed a solution to help them connect with the employers, their employees and the dealers who would provide the vehicle options to the employees.
  • The system should cater to all the scenarios of lease management lifecycle, including ability to transfer leases

Solution Highlights

  • Created a module to ensure smooth smart leasing interactions across employers, employees, and dealers.
  • Facilitated unified dealer operations within the system, encompassing tasks like confirming vehicle availability.
  • Incorporated a feature allowing employees to change leased vehicles if their initial selection doesn't meet their expectations.
  • Added sub-processes to cater to externally maintained leases.
  • Integration with .Net based Novated Lease Management (NLM) system to send finalized leases to NLM.
  • Designed processes to ensure that a change in employment of the employee is handled properly with a digital transfer of the same lease.
  • Integrated Salesforce with multiple 3rd party apps to handle documentation access/approvals, transactional messages, verifications, automobile valuations etc

Value Delivered

  • Reduced manual workload by 70%, accelerating loan processing time by 50%.
  • Improved engagement metrics and reduced support inquiries by 25%.
  • Increased lead conversion rate by 23%, significantly enhancing business growth.
  • Achieved a 15% decrease in default rates, optimizing overall lending portfolio health.
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