Supercharging a Mortgage and Lending Company by centralizing their data for increased sales and retention using Salesforce™
An innovative mortgage and lending company realized to meet growth objectives in a competitive market; they needed to optimize the way they leverage technology and consolidate their systems to provide a 360-degree view of their prospects and clients. Their current systems were disjointed, so tracking prospects and retaining clients was difficult. Also, their existing processes needed to be end-to-end such that they could gather detailed analytics and leverage those analytics to drive business decisions.
Client
Financial Services
Mortgage and Lending
Texas
Solution
Tailored Implementation
Email Marketing & Automation
Integration
Salesforce™ Products
Pardot and Engage
High Velocity Sales (HVS)
Financial Services Cloud (FSC)
Inbox
Integrations
Floify Integration
Our Approach
Vantage Point was engaged in implementing a Salesforce™ solution that would solve their processes and system integration issues. We first engaged with the client in a consultative approach to evaluate their current processes and systems and then moved into design and development. Using Salesforce™ Pardot, High Velocity Sales (HVS), and Financial Services Cloud (FSC), Vantage Point was able to centralize and integrate their data in one location - providing a total view of client information from a single platform. Also, Vantage Point worked closely with the client to enhance their business reporting and analytics that support their ability to make better data-driven business decisions.
Actions & Impact
Using best practices, built out a client-centric data model to maintain the customer’s leads, sales, retention, and support capabilities.
Automated workflows with a focus on increasing efficiency and productivity
Integrated all their core technologies and where appropriate consolidated several applications being used
Enriched insight into client interactions at the contact level
Challenges
Duplicated entries in multiple systems caused discrepancy with data
Unable to see all aspects of a prospect or client in one system
Utilized ineffective processes that could not be monitored or measured
Lacked automation for better productivity
Implementing Salesforce™ enhanced the tracking of their clients from leads to prospects to clients and beyond through retention. Now the company maintains data integrity, data integration, process improvement, and detailed analytics for a complete view of all the prospects and clients.
