Overview
Explore how Orbis Mortgage Group utilized custom fields in Salesforce to enhance their sales pipeline, manage recurring leads, and improve sales efficiency beyond traditional methods.
What You Need To Know
While striving to improve the sales pipeline and managing the recurring leads coming in the way Orbis Mortgage Group needed to go beyond regular monitoring of sales efficiency and creating numerous pipeline dashboards.
Why It Matters
Any business thrives on the leads generated by its sales team. The most challenging part is not just generating leads but ensuring no quality leads are dropped accidentally, forgotten, or lost due to improper details.
What HIC Did
HIC Global Solutions implemented a robust Lead Management Software for Orbis Mortgage Group to convert quality leads into opportunities.
Overview
Explore how Orbis Mortgage Group utilized custom fields in Salesforce to enhance their sales pipeline, manage recurring leads, and improve sales efficiency beyond traditional methods.
What You Need To Know
While striving to improve the sales pipeline and managing the recurring leads coming in the way Orbis Mortgage Group needed to go beyond regular monitoring of sales efficiency and creating numerous pipeline dashboards.
Why It Matters
Any business thrives on the leads generated by its sales team. The most challenging part is not just generating leads but ensuring no quality leads are dropped accidentally, forgotten, or lost due to improper details.
What HIC Did
HIC Global Solutions implemented a robust Lead Management Software for Orbis Mortgage Group to convert quality leads into opportunities.
About Orbis Mortgage Group
Orbis Mortgage Group is Canada’s premiere mortgage agency that provides access to hundreds of lending institutions across Canada including big banks, credit unions, trust companies, and private lenders.
Their licensed team of mortgage professionals assists with financing needs and gives their expert advice. Their agents work for the customer and not a bank and therefore provides the best service, rate, and products available on the market.
About Orbis Mortgage Group
Orbis Mortgage Group is Canada’s premiere mortgage agency that provides access to hundreds of lending institutions across Canada including big banks, credit unions, trust companies, and private lenders.
Their licensed team of mortgage professionals assists with financing needs and gives their expert advice. Their agents work for the customer and not a bank and therefore provides the best service, rate, and products available on the market.
Challenges Faced
Orbis Mortgage Group faced significant challenges in their lead management process
Scattered Leads
Managing leads from multiple channels without a centralized system led to inefficient lead follow-up and missed opportunities.
Data Overload
Handling a large volume of data without a streamlined process resulted in data inaccuracies
Duplicate Records
Managing duplicate lead records caused confusion and inefficiency impacting sales.
Challenges Faced
Orbis Mortgage Group faced significant challenges in their lead management process
Scattered Leads
Managing leads from multiple channels without a centralized system led to inefficient lead follow-up and missed opportunities.
Data Overload
Handling a large volume of data without a streamlined process resulted in data inaccuracies
Duplicate Records
Managing duplicate lead records caused confusion and inefficiency impacting sales.
Challenges Faced
Orbis Mortgage Group faced significant challenges in their lead management process
They were facing issues with
- Scattered Leads
- Data Overload
- Duplicate Records
Managing leads from multiple channels without a centralized system led to inefficient lead follow-up and missed opportunities.
Handling a large volume of data without a streamlined process resulted in data inaccuracies
Managing duplicate lead records caused confusion and inefficiency impacting sales.
The Solution
HIC Global Solutions implemented a lead management system using Salesforce Custom Fields to centralize all leads from multiple channels on one platform, offering complete transparency.
Developed Lead Management by Salesforce Custom Fields
Lead Management by Custom Fields bridged the gap between the sales and marketing team, effectively managing, filtering, qualifying, and nurturing the leads and closing them to get the business on board.
Created Workflows for Lead Generation
A seamless workflow is created to streamline the process of generating leads by the sales rep, manage them, and convert them into opportunities.
The Solution
HIC Global Solutions implemented a lead management system using Salesforce Custom Fields to centralize all leads from multiple channels on one platform, offering complete transparency.
Developed Lead Management by Salesforce Custom Fields
Lead Management by Custom Fields bridged the gap between the sales and marketing team, effectively managing, filtering, qualifying, and nurturing the leads and closing them to get the business on board.
Created Workflows for Lead Generation
A seamless workflow is created to streamline the process of generating leads by the sales rep, manage them, and convert them into opportunities.
The Solution
HIC Global Solutions implemented a lead management system using Salesforce Custom Fields to centralize all leads from multiple channels on one platform, offering complete transparency.
The solutions which we offered to them
- Developed Lead Management by Salesforce Custom Fields
- Created Workflows for Lead Generation
Lead Management by Custom Fields bridged the gap between the sales and marketing team, effectively managing, filtering, qualifying, and nurturing the leads and closing them to get the business on board.
A seamless workflow is created to streamline the process of generating leads by the sales rep, manage them, and convert them into opportunities.
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