A Leading Mortgage and Refinancing company close more deals via implementing a scalable, enterprise-wide customer engagement solution using Salesforce

 

About the Client

The client offers mortgage lending solutions in the United States. They offer mortgages and home buying programs such as refinancing options

 

Solution

  • DemandBlue created a custom formula that compares the domain in a lead’s email address to all website domains listed in existing accounts to identify a match
  • Implemented a blended lead scoring and grading model, the leads assigned to sales are higher quality

Benefits

  • Sales Managers and Account Executives have more time to close deals
  • Increased sales efficiency due to improved insight into leads and better lead quality.
  • Improved lead follow-up by identifying the 25% of qualified leads in their database​.
  • Built healthy sales pipeline, and 30% higher deal closing rates

Salesforce: Pardot

Technologies: Lead scoring, Lead grading, Lead automation, Workflow automation, Financial services