Mascoma Bank processed a year's worth of loans in 13 days during the pandemic using Salesforce. The bank moved from Excel spreadsheets to Customer360 visibility and Salesforce Communities, while staff grew through Trailhead training and mentorship from Ms. Gomate.
Questions this video answers
April 27, 2022
13 days
Chapters
Without Salesforce, we would have been using Excel sheets. The pandemic has affected Mascoma. We did a year's worth of loans in 13 days with the Salesforce PDP application. By giving us the tools that we needed, we were able to do the loans faster. With Salesforce communities, people could know what stage their application was in and what work was left to get it through the pipeline. Customer360 means to me that we can see the customer, we can see their interactions, we can see their relationships as well. When I was given the opportunity to work with Salesforce, I went onto Trailhead, started doing badges. Using Trailhead gave me new skills and Ms. Gomate allowed me to grow in my roles. The past three years feels like a blur to me, but it feels amazing how much I've grown as a person, as an employee, and I'm empowered to keep pushing myself and growing my abilities.