Our client provides a platform that integrates accurate and customizable credit reports directly into Salesforce or Salesforce Financial Services Cloud. Their platform enables rapid downloads of credit reports, supporting Salesforce Consultants, Credit Reporting Agencies (CRAs), and end users. The goal is to streamline the credit reporting and decisioning process, enhancing efficiency and reliability.
The client needed a more efficient system for managing leads and improving Salesforce performance. They were unable to scale their business effectively due to manual lead management processes and poor system performance. Their Salesforce org was cluttered with stale records and unused fields, which led to slow load times and reduced productivity.
At Technology Mindz, our team conducted a thorough analysis of the client’s Salesforce org. We identified unused fields and stale records, which we cleaned up. We then introduced an automated assignment logic to ensure leads were routed to the correct team members. Additionally, we streamlined the lead status values, reducing them from 12 to just 3, and automated the process of sending emails to improve efficiency.
The client’s Salesforce system was unoptimized, leading to sluggish performance, slow load times, and an overall inefficient user experience. This hindered productivity and delayed business processes.
Due to the lack of a clear assignment logic for leads, incoming leads were not properly routed to the relevant team members. This led to missed opportunities and delays in follow-ups.
The client relied on manual methods for sending emails, which resulted in a high administrative burden and increased the risk of errors, delays, and inefficiency.
- 1
We conducted a thorough analysis of the client’s Salesforce org, assessing all fields, records, page layouts, and workflows to identify areas of improvement.
We cleaned up the Salesforce org by removing unused fields, stale records, and redundant data, significantly reducing clutter and improving system performance.
2- 3
We introduced a lead assignment logic, ensuring that incoming leads were automatically assigned to the appropriate team member based on predefined criteria, eliminating confusion and delays.
We reduced the 12 existing lead status values to just 3, simplifying the process of managing and tracking leads, while making reporting more effective and actionable.
4- 5
We set up automation rules for email communication, eliminating the manual email sending process and ensuring faster, more consistent communication with prospects.
- Increased Operational Efficiency (30% Reduction in Manual Tasks): By addressing manual processes, eliminating stale records, and implementing automation, the client experienced a significant reduction in time spent on administrative tasks.
- Improved Salesforce System Performance (40% Increase in Speed): The optimization efforts led to faster load times and smoother operation, improving the overall user experience and reducing system lag.
- Increased Lead Conversion by 25%: With a more efficient lead assignment process and better tracking capabilities, the client saw a 25% increase in lead conversion, as leads were managed and followed up on in a timely manner.
- Streamlined Data Management and Reporting: Reducing the number of lead status values from 12 to 3 simplified the process of tracking lead progress, leading to more accurate reporting and better decision-making.
