Prosper Healthcare Lending

Advisory Services, Consulting Services, Custom Development

For years, American HealthCare Lending—Prosper's recently acquired company—used spreadsheets and queries to track customer analytics and performance. On average, the AHCL analytics team spent 1.5 hours each workday trying to sync data between company spreadsheets and Salesforce. Valuable company and customer time was lost in this tedious process. Because the onboarding process was difficult, the training time required was very high, and adoption rates began to drop. In addition to the long onboarding time, executive team members didn’t have the visibility into the detailed customer data they needed to make informed decisions.

Prosper Healthcare’s new Online Provider Dashboard provides real-time tracking of loan inquiries, detailed reporting, unlimited training, password management, and access to live lending consultants via chat. Since enlisting us, Prosper has dramatically shortened new client onboarding time from 14 days to just 6.5 hours, which has permitted onboarding five to seven times more accounts with the same number of employees. This increase in organizational productivity has allowed Prosper to achieve an increased client satisfaction rate and has significantly improved employee performance. The work we performed helped Prosper earn one of the prestigious Salesforce 2014 Sales Surfboard Awards. The winning companies are record breakers, creative thinkers, and game changers who have demonstrated outstanding sales and marketing success. Prosper accepted the Productivity Machine Award at Dreamforce 2014 and also presented their success story in one of the Dreamforce sessions.