CRM and CTI Integration in Salesforce : Khushali Jain
CRM and CTI Integration in Salesforce
by: Khushali Jain
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CRM and CTI Integration
April 28, 2021 at 05:21PM
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The original post is available in Cyntexa by Khushali Jain
this post has been published as it is through automation. Automation script brings all the top bloggers post under a single umbrella.
The purpose of this blog, Follow the top Salesforce bloggers and collect all blogs in a single place through automation.
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by: Khushali Jain
blow post content copied from Cyntexa
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CRM and CTI Integration
in Salesforce
Introduction
Industry
Mortgage
Products
Sales Cloud
CTI
Capabilities
Build and Implement
The client company is the leading name in the industry of Brokerage and Mortgage in North America. They are looking forward to a platform to manage their business process, which involves lead capturing from various sources such as website, phone, emails, and SMS. And also managing debtor’s accounts and payment reminders.
Project Challenges
Project Challenges
Following are the challenges which they were facing:
- Reduced Sales: The client was witnessing a steep decline in sales. The lead conversion gradually declined even though the number of leads entering the system was on the surge.
Also, closing deals between Customers and agents prolonged for many days, creating resource complexity for the organization.
- Personalizing Response: Customer’s survey forms pointed towards customers’ dissatisfaction due to lack of personalization and response delays by the agents.
- Call Automation & Other Functionality: Calling different customers by manually entering their number every time was consuming a lot of time for the agents. Agents were not able to forward calls to their supervisors when it was required crucially.
- Resource Allocation: Agents were assigned manually based on the queue. There were no criteria involved, and this process created setbacks for the agents who had more expertise on the subject and had a high probability of closing a particular type of lead.
- Internal Communication: No medium for Internal communication between sales representatives was creating a setback in closing clients.
Project Solutions
Project Solutions
We implemented the following solution to overcome the above challenges for our client.
Project Results
Witness the increase in productivity and reduction in time upon successful delivery of the project.
Lead conversion increased by
Increase in customer satisfaction by
Company sale increased by
Productivity of the sales team increased by
Project Results
Witness the increase in productivity and reduction in time upon successful delivery of the project.
Sales time by the reps increased by
Business sales increased by
Manual efforts decreased by
Management of data improved by
Also view our latest Case Studies
Let’s Discuss Your Project
Send us your requirements.
Let’s Discuss Your Project
Send us your requirements.
Email Us
Let’s Discuss Your Project
Send us your requirements.
Let’s Discuss Your Project
Send us your requirements.
The post Integration of Salesforce Marketing Cloud with Salesforce Sales Cloud appeared first on Cyntexa.
April 28, 2021 at 05:21PM
Click here for more details...
=============================
The original post is available in Cyntexa by Khushali Jain
this post has been published as it is through automation. Automation script brings all the top bloggers post under a single umbrella.
The purpose of this blog, Follow the top Salesforce bloggers and collect all blogs in a single place through automation.
============================
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