Why they came to us
Revenue Roll came to us with a need for specialized technical solutions to automate their business processes and empower their teams to manage data and operations more effectively. They faced several key challenges:
Enhancing Customer Operations
with Retool Integrations
We partnered with Revenue Roll to develop comprehensive Retool workflows and integrations, enabling their teams to efficiently manage customer data, process loan information, and automate critical operations. With these custom solutions, we helped Revenue Roll streamline their processes, significantly reduce manual work, and enhance their ability to serve clients in cart abandonment recovery.
What We Did for Them
To address these challenges, we took a collaborative, solution-oriented approach to build customized tools for Revenue Roll. Here's what we delivered:
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Streamlined Data Matching
We implemented a powerful data matching tool, enabling accurate customer record matches while managing API requests to ensure system stability even during large data processes.
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Seamless Multi-System Integration
Our team connected various systems, including Turn Key Lender, MongoDB, Stripe, and Salesforce, ensuring smooth and reliable data flow across Revenue Roll’s tech stack.
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Automated Synchronization and Workflow
We automated synchronization between databases, reducing manual intervention, while implementing Autodebit toggles and updates to ensure smooth loan management.
Solution we provided
We developed a scalable app solution that adapts to your growing needs, ensuring seamless functionality and performance no matter how your user base expands.
Comprehensive Project Management Automation
The standout feature of the Revenue Roll integration is the project management automation that we built, which consolidated all workflows into one unified framework. This not only provided clear visibility into project progress but also included customized reporting and integrated milestone tracking to keep all teams aligned. As a result, Revenue Roll achieved enhanced operational efficiency, allowing their teams to focus on strategic growth rather than manual processes.
“Sidetool's willingness to go above and beyond impressed us. They provided fantastic communication and effort throughout the project. The implementation resulted in functional Retool dashboards that successfully connected to other applications and systems within our infrastructure, consolidating our tools effectively”
Jon Mannix COO of RevRoll
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