lead generation process

Suma Soft helped leading mortgage group to automate the lead generation process

Client’s Background

The client is a leading mortgage service provider from the USA. They have a strong background in modern infrastructure and state-of-the-art technologies to offer loan facilities such as home loans. A team of well-experienced loan officers are always available to answer any questions and provide customers with the guidance they need to choose the best loan according to their financial situation.

Project Requirements

With growing demand and vast business exposure, the client faced certain challenges with lead generation activities. They collaborated with nearly 17 partner websites that can help them to generate leads digitally. Each task was being manually assigned to the sales team. Thus, the process was tedious and cost consuming.

Therefore, the client wanted to

  • Automate the lead generation and lead assigning process
  • Synchronize their existing desktop and web-based CRM
  • Set up a highly secured cloud platform
  • Access data from anywhere with ease
  • Reduce cost for configuration and integration of new server in the existing environment

Solution

We at Suma Soft understand the client requirement thoroughly and offer a robust solution that can help them save their time and increase the team’s productivity.

Our professionals offered:

  • Microsoft Azure Cloud Hosting
  • Integrated client’s desktop CRM to Microsoft dynamics 365
  • Provided seamless synchronization of Active Directory
  • Migrated local Active Directory to Azure-based Active Directory
  • Migrated Windows domain from older version to latest version.
  • Performed migration of exchange server for the client

Features of our Offered Solution:

  • Lead Management Process-Lead Creation
  • Assignment and Management
  • Lead assignment
  • Lead monitoring
  • Lead follow-up
  • Escalations
  • Lead conversion and closure
  • Lead history
  • Organization Structure
  • Reports & Dashboard
  • Reference Information

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