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.