CUSTOMER STORY
Salesforce.com Professional Edition was implemented for their team and they are now able to manage their business in a much more efficient fashion
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Company Profile
The Teddy Kyres Mortgage Brokerage team is one of the most trusted and successful mortgage brokerage teams in all of Eastern Canada.
The Challenge
The business wanted to create more process, efficiency and productivity around their sales and marketing efforts.
The Solution
Salesforce.com Professional Edition was implemented for their team and they are now able to manage their business in a much more efficient fashion. They can report on exactly where their referrals are coming from, manage leads, get automatic updates on process milestones, then build solutions for their customers by tracking the mortgage fulfillment process from initial contact to through to funding approval.
The Results
The mortgage brokerage now has all their customer and referral information in one place so that any time a prospect or customer calls in, any member of the team can jump in and handle the request and ensure that their customers receive excellent service, and most importantly get funded for their new homes.
Products Utilized
Sales Cloud
As the core fundamental CRM product within the Salesforce platform, Sales Cloud provides the baseline for the 30% revenue growth that the average App Solve customer achieves. Key areas like contact management, opportunity management, forecasting, reports and dashboards allow you to automate sales to supercharge growth.
Services Provided
Agentforce
Agentforce is a proactive, autonomous AI application that provides specialized, always-on support to employees or customers. You can equip Agentforce with any necessary business knowledge to execute tasks according to its specific role.
Website Integration
Improve the conversion rates on your sales and marketing efforts by taking advantage of website integration with Salesforce. It helps to ensure that your business operates with the latest information, all in one place.