microStart runs a leaner credit flow, from first request to repayment
Faster credit decisions for entrepreneurs banks turn away
Key results
- Faster credit request processing
- Leaner operations, with heavy process steps simplified
- Clearer and faster answers for applying entrepreneurs
The client
microStart is a microcredit organisation working in Belgium and the Netherlands. It lends to entrepreneurs who cannot get financing from a bank, through an online credit application flow.
The challenge
The whole business runs in Salesforce: lead intake, eligibility, disbursement and repayment. It sat on a specialised AppExchange loan package. The package was powerful but complex, and hard to bend to microStart’s own rules.
Handling a credit request took longer than it should. Then the internal admin who had done the initial setup left, and the team was without Salesforce expertise.
What we did
Chosen for financial services know-how. microStart wanted a partner that understands financial services, and a small, senior, flexible team rather than a large firm.
The credit flow, reworked end to end. We redesigned the flow in Salesforce, from the incoming lead through eligibility to disbursement setup.
Package and process, adjusted together. We adapted the AppExchange package where it made sense, and adapted microStart’s processes where that was simpler. The goal was the most efficient flow.
The result
Credit requests are processed faster. Heavy process steps are simplified, so operations run leaner. Entrepreneurs who apply get clearer and faster answers.
