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