ENGS Leverages AI and Visual Analytics to Improve Digital Sales Process

ENGS Commercial Finance completed an integration with Salesforce’s Tableau platform to further enhance its proprietary artificial intelligence engine and customer key performance indicator analytics platform.

“Utilizing our extensive database and proprietary predictive capabilities, layering in Tableau’s incredible interface has brought forward incremental business origination opportunities and given our leadership team visibility into key processes,” Steven Holben, director of digital sales strategy at ENGS Commercial Finance, said. “We can quickly identify bottlenecks and key decision points for improvement in our onboarding and training new partners and vendors. Each insight we gain through this process leads to improved turnaround times with decisioning and document generation. In addition, we are able to continue expanding our AI predictive customer purchase engine by leveraging third-party data sources to identify purchase behaviors and grow our share of the customer’s wallet.”

The new Einstein/Tableau integration marks another achievement by ENGS’ IT and digital strategy team in streamlining the digital funding process while providing enhanced process visibility to stakeholders, reducing potential errors and increasing resource availability.

“Our people are our greatest asset,” Holben said. “If we can free them up from monitoring and moving individual transactions, the more efficient and valuable they become to the organization as well as our partners and customers.”