Goldberg HedgeFunds is a financial services business based in Heath, TX that provides short-term small business loans. A longtime Vonage and Zoho user, Goldberg switched to Nextiva Business Communication Suite for its business phone service and CRM needs, resulting in a 227% increase in monthly loans originated over the first 6 months using the platform.
Before implementing Nextiva, Goldberg HedgeFunds used a combination of Zoho and Vonage. They were frustrated with the quality of their phone service, the lack of customer data visibility across systems, and the overall usability of their CRM.
“My team found Zoho confusing. We would see a lot of irrelevant information on customers and current opportunities, get confused, and end up wasting time,” GHF President Andrew Goldberg says. “Every time we wanted to give a new loan to an existing customer, we had to create a duplicate account. This made it extremely difficult to track full account history in one view and understand how to best serve our customers.”
I was blown away by what Nextiva offered compared to other companies. I love the ability to see who I’m talking to and manipulate the call within the CRM in one click.
Inefficient processes were impacting Goldberg’s business. “Speed is incredibly important in our business. There are small business owners literally relying on our funding who need it in a very short time frame. We needed a CRM that would help us deliver it to them.”