About

Seek Capital is a financial services company providing business loans, government funding, and personal loans to help small businesses and individuals get the funding they need. They have an easy online application process and dedicated agents to assist customers.

Business Case

Seek Capital needed to optimize their Salesforce architecture to support immediate sales and marketing initiatives while planning future innovations, as they aimed to better serve customers and drive growth.

Solution

Plative engaged with Seek Capital over 12 months to strategize, configure and develop on their Salesforce platform, addressing current pain points and discussing new capabilities to support the company’s expanding needs and ambitions.

Outcomes

Through Plative’s ongoing support, Seek Capital saw improved processes, boosted performance of their Salesforce investment, and strategic guidance for continuous evolution to maximize returns as their business advances.

Technologies

  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Marketing Cloud
  • Einstein Analytics
  • Salesforce Mobile SDK
  • Heroku
  • Apex
  • Visualforce
  • Flow
  • Lightning Web Components
  • AppExchange Solutions

Let's Get Started