Customer Snapshot: Allied Capital

Allied Capital realized the need to make the most of its customer information and chose Pivotal solutions to become more competitive.

Allied Capital Corporation specializes in providing financing to small and medium sized growing businesses. Allied Capital manages approximately $1 billion in total assets and employs more than 125 professionals.

Challenges

  • Improve Customer Service
  • Increase Revenue and Profitability
  • Increase Sales Force Effectiveness

Results

  • Developed vital analytical information.
  • Enabled tracking source of deals so that the company can quickly see where deals are.
  • Enhanced communication between branch offices and facilitated team selling.
  • Increased number of deals flowing though the Mezzanine Finance group.
  • Reduced amount of duplicate information held about customers.
  • Reduced cycle time in the deal process, thus freeing Allied Capital representatives to pursue more deals and leads.
  • Reduced mailing campaign cycle time by 50%.