Customer Stories

How Moby Capital leveraged PhoneIQ and Salesforce High Velocity Sales

Pairing the leading CTI solution with Salesforce HVS

Moby Cap provides quick and easy business funding to assist companies across all industries in meeting business objectives. With decades of combined experience in the lending arena, Moby Cap offers everything from Merchant Cash Advances, Term Loans, Business Lines of Credit and various forms of Invoice Factoring products.When Moby Cap decided to scale their outbound sales effort, they quickly realized their telephony vendor wasn’t a good fit. The young financial services company was looking to deploy Salesforce high velocity sales and required a platform that could both integrate with this new module and also provide power dialing and advanced inbound call routing.

“Since transitioning to PhoneIQ outbound call volume has increased dramatically. Kudos to the entire team for continuing to push the needle forward”
Chad Hammond
Salesforce Admin

After testing multiple solutions, Chad Hammond who was the person responsible for the selection and deployment of the new Salesforce CTI reached out to the PhoneIQ team. After a few hours, Chad was able to quickly deploy a complete telephony solution that worked seamlessly with both Sales Cloud and High Velocity Sales; packed tons of features like call recording, power dialing, local presence across the US & Canada, ACD Queues and much more; across both desktop and mobile. Outbound call volume grew exponentially and management has total visibility into sales KPIs in real time.

Moby Cap was able to seamlessly transition to remote work during the COVID-19 pandemic with no on premise infrastructure and legacy hardware to manage, Moby Cap was free to move at the speed required to keep their business running and growing at even faster rates that earlier in 2020.


Financial Services






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