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QMI

Description

QMI provides lead qualification process automation, allowing to have a single place for lead progress management toward the deal closure.

INDUSTRY

Mortgage

LOCATION

Florida, USA

Team Size

1 Salesforce consultant

Ergonized is responsive and delivers exceptional services. The team's comprehensive Salesforce expertise sets them apart from other vendors.

George Nakos | Chief Executive Officer

Success
Story

Problem

The objectives were to automate the lead qualification process to create a single place for lead progress management toward the deal closure and accelerate the process by automation to have more time to process and convert more leads and hence, get more revenue.


Solution

Salesforce organization with a custom data model to match the business needs. B2C model implementation. Data migration.


Impact

More time to process and convert leads have helped to increase the revenue.

Our Clients

AllCases