DemandBlue optimized client’s sales process to achieve better sales conversion rates.
About the ClientThe client is a leading financial service provider offering alternative funding and merchant cash advances for Canadian businesses.
- Demandblue Team Optimized the sales process to measure and improve sales effectiveness for better revenue generation.
- Set up a Sales path to help sales reps visualize the sales process and close potential deals faster.
- Created Web-to-lead forms to capture visitor data and automatically store it in Salesforce, helping the business qualify and route leads to sales reps.
- Implemented better lead generation and optimization strategies to capture quality leads to increase sales.
- Enabled permission set to determine data access based on job roles.
- Achieved better sales conversion rates through optimization.
- Automated data storage enabled the client to handle their leads, accounts, and opportunities in an organized way.
Salesforce: Sales path setup, Web-to-lead forms
Technologies: Process Automation, Integration services