Success Story! - Phoenix Financial
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  1. #1
    Senior Member Reputation points: 21 DennisM's Avatar
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    Success Story! - Phoenix Financial

    Check out this amazing case study on Phoenix Financial Solutions, a startup broker who was struggling to keep up with their competitors. They needed a lending CRM platform to give them a competitive edge and better visibility into their sales pipeline. That's where Cloudsquare stepped in with their custom Merchant Cash Advance CRM- Cloudsquare Broker!

    Thanks to Cloudsquare's solution, Phoenix Financial Solutions saw a 20% increase in funded deals, gained a 360-degree view of their business, reduced submission bottlenecks by 15 minutes per deal, and saved $2000 in monthly costs!

    If you're looking for a way to take your MCA business to the next level, then you need to check out this case study!

    Read more: https://bit.ly/3CcnryD

    Success Stoy Phoenix resized.png
    Dennis Mikhailov

    Director of Sales, Cloudsquare

    p 833.344.8850 x813

    dennis@cloudsquare.io www.cloudsquare.io
    ---> MCA Software: https://cloudsquare.io/salesforce-pr...cs-broker-app/

  2. #2
    Senior Member Reputation points: 56070
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    Quote Originally Posted by DennisM View Post
    Check out this amazing case study on Phoenix Financial Solutions, a startup broker who was struggling to keep up with their competitors. They needed a lending CRM platform to give them a competitive edge and better visibility into their sales pipeline. That's where Cloudsquare stepped in with their custom Merchant Cash Advance CRM- Cloudsquare Broker!

    Thanks to Cloudsquare's solution, Phoenix Financial Solutions saw a 20% increase in funded deals, gained a 360-degree view of their business, reduced submission bottlenecks by 15 minutes per deal, and saved $2000 in monthly costs!

    If you're looking for a way to take your MCA business to the next level, then you need to check out this case study!

    Read more: https://bit.ly/3CcnryD

    Success Stoy Phoenix resized.png




    I would have imagined the solution would have been solved by actually having customers.

  3. #3
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    Quote Originally Posted by DennisM View Post
    Check out this amazing case study on Phoenix Financial Solutions, a startup broker who was struggling to keep up with their competitors. They needed a lending CRM platform to give them a competitive edge and better visibility into their sales pipeline. That's where Cloudsquare stepped in with their custom Merchant Cash Advance CRM- Cloudsquare Broker!

    Thanks to Cloudsquare's solution, Phoenix Financial Solutions saw a 20% increase in funded deals, gained a 360-degree view of their business, reduced submission bottlenecks by 15 minutes per deal, and saved $2000 in monthly costs!

    If you're looking for a way to take your MCA business to the next level, then you need to check out this case study!

    Read more: https://bit.ly/3CcnryD

    Success Stoy Phoenix resized.png
    Did they switch from a different crm or just to a crm?

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