The Better Choice Lenders | CRM Implementation - 2022
Project Timeline: 2 Months
Project Scope: UX / UI design for Loan Officer ERP within Salesforce Sales Cloud, including lead management and opportunity conversion, data mapping and migration from previous CRM, document collection custom objects, call center integration, and loan lifecycle progression visualization.
Data Model designed with LucidChart
Final Product developed in Salesforce Sales Cloud
Additional information upon request
