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CIO Jim Slocum did his due diligence before deciding on Salesforce for this new initiative. “I was looking at the standard list of partners that I would normally turn to,” he said. “Every single one of them said we were doing something no one else was doing and that what I was asking for would take six months.”
Fortunately, Slocum was not only able to help his team rise to the occasion, but even go above and beyond — thanks to the help of Salesforce. Leveraging Salesforce Service Cloud, which team members had deployed in 2006 to handle an influx of new customers joining the company’s online channel, they used solutions from Salesforce App Cloud to build the UNITY Visa Secured Credit Card app.
90
DAYS
The UNITY Visa Secured Credit Card app features dynamic forms, lead tracking, and tight integration with back-end credit systems.
“We launched the UNITY Visa program in 90 days — half the time of the competition’s quotes,” Slocum said. “It was incredible.” It was a success not just for Slocum’s team and OneUnited Bank’s customers, but for the whole organization. In fact, after the launch, when OneUnited Bank’s President Teri Williams returned from a trip to Europe with the Salesforce1 Mobile App installed on her iPad, she was so up to date on the UNITY Visa’s progress that she recommended adjusting the approval criteria because too many good applications were being denied.
“It was very clear to me,” said Slocum, “that she had spent her overseas trip deep in the Salesforce1 Mobile App, checking out every dashboard and every report on our program.” Since then, Slocum said he and his team have been working to transfer all OneUnited Bank’s legacy applications onto the Salesforce platform.