When the Lending client considered abandoning Salesforce, they faced a tough decision. Their Reverse Wholesale team lacked pipeline visibility, leading to missed opportunities and operational inefficiencies. The team simply didn’t know what Salesforce was capable of.
Enter Platinum Cubed
We started small—implementing custom dashboards and reports to uncover valuable insights. Within weeks, the client realized the power of data-driven decisions and expanded the engagement.
- Exceeded funding goals consistently
- Full visibility into their pipeline
- Strategic coaching powered by real-time insights
“Platinum Cubed is excellent all around—a real 5/5. We would have left Salesforce if it wasn’t for them.”
What started as a trial run turned into a long-term partnership, proving that the right optimizations can turn uncertainty into success.