Rapid Response Lead Processes

Challenge

• Financial services startup needed to grab market share
• Window of opportunity was limited
• Consumer-based leads required rapid response; contact and convert before prospect interest cools
• Volume-based business model required substantial automation to achieve speed and velocity

Solution

• Implemented Salesforce CRM
• Tailored for volume consumer business model
• Softphone integration allows agents to dial and receive calls directly from Salesforce records
• Call Script integration guides agents through prospect discovery and qualification steps within familiar Salesforce screens
• Echo Sign integration creates and sends e-contract for signature

Results

• Live in 6 weeks
• Rookie agents ramp quickly and best-fit prospects are easily identified with automated call scripts
• Dramatically improved productivity with automated dialing and instant call logging updates
• Consumers convert more quickly with timely contract delivery and e-signature capability