Sales Cloud Implementation For Mortgage Company
Financial Services
Florida, USA
1 Salesforce consultant
Success Story
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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.
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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.
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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.
Over the past 8 years, we have worked with Ergonized on hundreds of different projects. Their team offers quick turnaround times, and high-quality work, and brings innovative ideas to the table. They have built programs that are now the backbone of our organization and continue to help us grow.
Larry Organ
CEO, ExactData
View video feedback
We had access to high-quality resources that know the ins-and-outs of the Salesforce platform. The product is live and has been functioning well. Ergonized, an agile team, has communicated consistently and responsively throughout the timeline.
Ergonized is responsive and delivers exceptional services. The team's comprehensive Salesforce expertise sets them apart from other vendors. Their knowledge and communication are impressive.
The company is encouraged by the initial results of the partnership but don't have enough data to share any results. The company was most impressed by the Ergonized team's knowledge and subject matter expertise which allowed them to find the best possible outcomes for every situation.
They fully invested in our partnership and were motivated to see it succeed. Ergonized was responsive and trustworthy, doing great work during the entire engagement. They’re continually improving the product, adding new features and components. Although the lead developer changed a bit, the team was still reliable and effective.
The Ergonized team has been my "go-to" for site redevelopment, including front-end migration to WordPress and back-end Symphony integration, upgrades, and mods. I have absolute faith in Arthur and the team for development and support. An added bonus is that they are cost-effective as well. Would highly recommend it if you are considering "offshore."
I have hired Ergonized more than a dozen times over the past 6 years to work on small and large programming projects and have never been disappointed. Arthur and his team are skilled, reliable, and trustworthy, and they do excellent work. They are willing to see projects through from start to finish and complete even the small details.