Client improved Sales, increased sales team’s performance by lead automation
About the Client
The client is a leading mortgage solution provider in the US, offering home buyers straightforward homeownership and refinancing paths.
- Built a custom account-based lead assignment model.
- Implemented lead assignment business rules for new strategic lead notification.
- Automated leads from target accounts to appropriate Account Executives.
- Implemented lead scoring and grading models.
- Increased sufficient time for account executives and sales managers to close deals.
- Percentage of quality-leads follow improved by 65%.
- Closing more deals by assigning right leads to the right team
Salesforce: Sales cloud
Technologies: Custom account-based lead assignment model, Lead assignment business rules, Lead automation, Lead scoring, Financial services