by Mike Walsh | Sep 12, 2019 | Blog, Salesforce-Apps-AppExchange
Are you ready for a new way to submit Merchant Cash Advance deals? Pearl Capital has developed the first Salesforce App for the MCA industry this year, allowing its ISO Partners to submit and track the status of deal submissions 24/7.
Pearl has been working on improving all aspects of the Merchant Cash Advance process for its ISO Partners and this Salesforce App is the newest part of its growing suite of technologies.
Since being founded in 2010, Pearl has provided over 23,000 financings to small businesses across the country. Now, Pearl’s partners will have a whole new way to submit and get even more MCA deals funded than before. Best of all, deal submission will be faster than ever.
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CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Aug 30, 2019 | Blog, Salesforce Tips
One of the most annoying parts of funding MCA deals is the waiting period after you send an email submission. After it’s sent, you have no way to know what’s going on with your deal and the only way to check on the status is to follow up again and again with your representative. So without any insight or tracking on the process, you have to just sit back and hope for the best. The answer? The new Pearl Capital Salesforce App that allows you to submit via Salesforce and get real-time deal updates 24/7.
We are bringing you an exclusive early adopter opportunity to connect with Pearl Capital, and get better, faster insight and transparency into your deal submissions. The Pearl Capital Salesforce App was developed by industry experts, and tailored specifically for MCA deals.
The app is easy to set up and status update alerts are totally customizable – so you can choose when and how you want to find out about status changes. Find out more about the app and sign up to learn if it’s right for you by clicking below.
Click here to sign up!
-Ryan and the CloudMyBiz Team
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CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.