Case Study: Cludo Transforms Customer Experience And COVID-19 Response Using Salesforce

/ Author: Sam Rissman

Cludo’s client is a non-bank lender providing growth funding options to Australian business owners. Cludo delivered strategic advice to the client on ‘the art of the possible with Salesforce’ and then implemented a streamlined loan origination solution using Salesforce Sales and Service Clouds. Supporting strategic intent, Cludo implemented Salesforce Marketing Cloud to assist in the acquisition and nurturing of loan applicants. 

The solution has delivered

3 hours in time savings per underwriter per day

38% increase in application processing without increasing headcount

5 days to deliver rapid response COVID-19 solution

The solution has allowed the client to deliver a wholly transformed customer experience and increase its operational efficiency by leveraging existing data to expedite and simplify loan applications and approval. Additionally, to allow the client to respond rapidly and proactively to the challenges of the COVID-19 crisis,  Cludo extended the solution to improve support for at-scale delinquency and hardship cases for its customers.

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Cludo works closely with you to understand your needs.Our Salesforce solutions are about your business, not just the technology.


Cludo has transformed how Salesforce Clouds are delivered.Our focus on people and process creates effective, sustainable results.


Our local teams support, test, improve, enhance, remedy and train staff. You’ll continue to extract value from your Salesforce investment in the long term.

Salesforce Sales Cloud

We create Sales Cloud solutions that empower organisations in their pursuit of their growth objectives

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We deliver solutions based on Sales Cloud that enable organisations to deliver exception service delivery experiences to their customers.

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We implement and support Marketing Cloud solutions that empower organisations’ marketers to engage and strengthen relationships with customers and prospects through relevant, personalised and impactful journeys seamlessly delivered across different channels and devices.