Overview
Know how HIC helped AZ Lending Experts leverage Salesforce to streamline their client communication and data management processes.
What You Need To Know
Lending Experts aimed to standardize their contact information in Salesforce and automate email communications, including the generation of PDF attachments.
Why It Matters
Timely client communication sets the foundations of strong customer relationships and operational efficiency. Hence, automating email communication is extremely crucial for mortgage lending companies.
What HIC Did
HIC Global Solutions implemented integration solutions to automate AZ’s email communication process and improve data organization.
Overview
Know how HIC helped AZ Lending Experts leverage Salesforce to streamline their client communication and data management processes.
What You Need To Know
Lending Experts aimed to standardize their contact information in Salesforce and automate email communications, including the generation of PDF attachments.
Why It Matters
Timely client communication sets the foundations of strong customer relationships and operational efficiency. Hence, automating email communication is extremely crucial for mortgage lending companies.
What HIC Did
HIC Global Solutions implemented integration solutions to automate AZ’s email communication process and improve data organization.
About The Client:
Headquartered in Tempe Arizona, our client AZ Lending Experts is a premier source of mortgage lending needs. The client is a full-service lender that specializes in Conventional Home Loans, VA, FHA home loans, USDA, and jumbo residential mortgages. Also, AZ Lending Experts is Arizona’s top mortgage broker. The firm has greater control over its clients’ transactions, and thus it helps them approve and close loans quickly.
The client also provides a variety of home loan solutions with down-payment assistance and other exciting options. Thus, our client, AZ Lending Experts, helps people get the perfect competitive loan that can meet all their needs.
About The Client:
Headquartered in Tempe Arizona, our client AZ Lending Experts is a premier source of mortgage lending needs. The client is a full-service lender that specializes in Conventional Home Loans, VA, FHA home loans, USDA, and jumbo residential mortgages. Also, AZ Lending Experts is Arizona’s top mortgage broker. The firm has greater control over its clients’ transactions, and thus it helps them approve and close loans quickly.
The client also provides a variety of home loan solutions with down-payment assistance and other exciting options. Thus, our client, AZ Lending Experts, helps people get the perfect competitive loan that can meet all their needs.
Challenges Faced
With its growing suite of offerings, AZ Lending Experts was facing a lot of challenges while working in Salesforce.
High Volume of Inquiries:
Managing a growing number of inquiries and emails, without a centralized platform was becoming increasingly difficult.
Inconsistent Data Entry:
Manually storing customer information led to errors and inconsistencies, complicating lead management.
Manual Email Generation:
Sending emails with PDF attachments every Friday required significant manual effort and was prone to errors.
Challenges Faced
With its growing suite of offerings, AZ Lending Experts was facing a lot of challenges while working in Salesforce.
High Volume of Inquiries:
Managing a growing number of inquiries and emails, without a centralized platform was becoming increasingly difficult.
Inconsistent Data Entry:
Manually storing customer information led to errors and inconsistencies, complicating lead management.
Manual Email Generation:
Sending emails with PDF attachments every Friday required significant manual effort and was prone to errors.
Challenges Faced
With its growing suite of offerings, AZ Lending Experts was facing a lot of challenges while working in Salesforce.
They were facing issues with
- High Volume of Inquiries:
- Inconsistent Data Entry:
- Manual Email Generation:
Managing a growing number of inquiries and emails, without a centralized platform was becoming increasingly difficult.
Manually storing customer information led to errors and inconsistencies, complicating lead management.
Sending emails with PDF attachments every Friday required significant manual effort and was prone to errors.
Solutions Offered
After carefully analyzing the challenges, our Salesforce Developers at HIC Global Solutions came up with a great Salesforce development solution.
Automated Lead Insertion
Implemented a system to automatically insert web and email inquiries directly into Salesforce.
Name Standardization
Developed a trigger in Salesforce to ensure names in contact information and leads are stored in the proper case.
Automated Email Generation
Converted the Visualforce page to PDF for email attachments and set up automatic email alerts every Friday to relevant parties, including Realtors and their assistants.
Solutions Offered
After carefully analyzing the challenges, our Salesforce Developers at HIC Global Solutions came up with a great Salesforce development solution.
Automated Lead Insertion
Implemented a system to automatically insert web and email inquiries directly into Salesforce.
Name Standardization
Developed a trigger in Salesforce to ensure names in contact information and leads are stored in the proper case.
Automated Email Generation
Converted the Visualforce page to PDF for email attachments and set up automatic email alerts every Friday to relevant parties, including Realtors and their assistants.
Solutions Offered
After carefully analyzing the challenges, our Salesforce Developers at HIC Global Solutions came up with a great Salesforce development solution.
The solutions which we offered to them
- Automated Lead Insertion
- Name Standardization
- Automated Email Generation
Implemented a system to automatically insert web and email inquiries directly into Salesforce.
Developed a trigger in Salesforce to ensure names in contact information and leads are stored in the proper case.
Converted the Visualforce page to PDF for email attachments and set up automatic email alerts every Friday to relevant parties, including Realtors and their assistants.
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