Salesforce Marketing Cloud, Sales Cloud, Finance Cloud, SMS 360, Azure DevOps

The Business Challenge

The client is a national residential mortgage company headquartered in Texas. The client desired a fully automated mortgage solution to manage its leads and opportunities.

The Solution

  • Implemented a CRM solution for managing the leads and loans conversion life cycle.
  • Integrated marketing cloud to run audience-specific campaigns.
  • Tracked the loan lifecycle process by customizing it according to various stages.
  • Developed an ETL integration for various third-party applications.

The Benefit

  • Lead automation solution increased the number of leads and conversion rate.
  • Salesforce Marketing cloud led to improved targeted campaigns.
  • Automated solution reduced the loan processing time.
  • Increase in qualified leads improved the sales closure percentage.

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