anyGoal - Salesforce Native Data-Driven Goal and KPI Tracking - Actual vs Target
WHAT HAPPENS AFTER YOU INSTALL • You create goals directly in Salesforce within minutes • anyGoal calculates results from live Salesforce data • Results update automatically as records change BUILT FOR SCALE WITH NATIVE SALESFORCE SECURITY • Leverages existing security setup including owners and roles • Scales seamlessly from small teams to enterprise orgs • No custom code or external integrations to maintain HOW ANYGOAL DRIVES ACCOUNTABILITY IN SALESFORCE • Align entire org on your most impactful KPIs and metrics • Increase focus and visibility on what matter most • Pinpoint performance gaps early while still correctable PROVEN BY CUSTOMER RESULTS • Replaced spreadsheets with trusted, live Salesforce data • Increased alignment, competition and overall performance • Leaders rely on anyGoal results for decisive, informed action WHAT ELIFIN SAID “anyGoal is a no-brainer. It brings everything together in one place and makes goal tracking effortless." WHAT ALPINE SAID “anyGoal transformed how we manage performance in Salesforce. It’s how we hold our teams accountable, stay aligned, and make faster decisions. The best time to implement anyGoal was yesterday"
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LASER Credit Access - Credit Reports Experian, TransUnion, Equifax, AML & KYC
Credit data shouldn’t live apart from where you make decisions. LASER Credit Access pulls real-time credit reports from Experian, TransUnion, and Equifax directly into Salesforce — so your team works from one trusted record, not scattered portals and rekeyed data. ACCESS — A complete picture, instantly. Connect Salesforce to the bureaus lenders depend on — Experian, TransUnion, and Equifax — plus nearly 40 credit reporting agencies. Soft and hard pulls flow into pre-built Salesforce objects. No manual entry, no delays. DECIDE — Decisions, accelerated and assured. Turn your lending policy into automated intelligence. Our rules engine applies your underwriting criteria and credit attributes to every application, so simple approvals process instantly and complex cases route to experts. Identical loans, scored identically. COMPLY — Built in, not bolted on. Upfront AML and KYC verification plus continuous, audit-ready FCRA, ECOA, and GLBA tracking weave compliance into every step — turning regulatory risk into your strongest shield. A Salesforce AppExchange partner since 2013, trusted by fintech, MCA, equipment finance, and commercial lenders, plus CDFIs and nonprofits.
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