Sales Cloud Implementation For Mortgage Company

Sales Cloud Implementation For Mortgage Company

Financial Services


Florida, USA

Team Size

1 Salesforce consultant

Success Story

  1. Problem

    In an attempt to accelerate the process of deal closure, the company requires lead qualification automation in order to create a centralized system for lead management.

    The main goal of this project was to gain the ability to process and convert more leads within the same amount of time.

  2. Solution

    The offered solution lay in creating a custom data model within the Salesforce organization so that it matches particular business needs according to the specifics of the B2C business model of operation.

    Along with that, we organized the data migration from the previous system to Salesforce.

  3. Impact

    With the help of our solution, the company was able to allocate more time to processing and converting leads. With the increased productivity and the number of successful deals, the revenue numbers started showing a stable increase.

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