DataCRaiM

Success Stories

Streamlining Digital Success Automated Lead Management Excellence in Equipment Finance in the Canadian market

How We Built a Multi-lingual Salesforce Solution to Transform Digital Center Operations and Drive Opportunity Growth

The Challenge

The Canadian finance company wanted to effectively manage leads generated through their digital center.

The dataCRaiM Solution

DataCRaiM implemented a customized Salesforce solution to streamline the lead management process. Key features of the solution include  :

  • Automated Lead Capture - Capturing leads generated through the digital center with key data points directly within Salesforce. 
  • Automated Lead Assignment - Automatically assigning leads to the appropriate teams for follow-up. 
  • Automated Reminders - Triggering automated reminders to ensure timely follow-up and prevent inaction. 
  • Enhanced Data Management - Leveraging Salesforce for comprehensive lead tracking and management.
The Scope covered development and implementation of :
  1. Lead Creation
  2. Lead Assignment and Automation
  3. Lead to Opportunity Mapping
  4. Event creation by CSR 
  5. Soft Validation for events with multilingual Warning Message  
  6. User profiles & Permissions 

Impact

The solution improved lead response times and increased the efficiency of the lead management process. The enhanced data visibility and accessibility within Salesforce provided valuable insights into lead sources and customer behaviour. This has better equipped the finance company to capitalize on their digital center leads, resulting in increased lead conversion rates, improved customer acquisition and leverage their database of clients to bring in more opportunities from them.

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