Lead Management by Custom Fields to improve the sales pipeline
Company Overview
Orbis Mortgage Group is Canada’s premiere mortgage agency that provides access to hundreds of lending institutions across Canada including big banks, credit unions, trust companies and private lenders.
Their licensed team of mortgage professionals assists with the financing needs and gives their expert advice. Their agents work for the customer and not a bank and therefore provides the best service, rate and products available on the market.
Key Improvements for our Customers
Challanges Faced By Our Client
- While striving to improve the sales pipeline and managing the recurring leads coming in the way Orbis Mortgage Group needed to go beyond regular monitoring of sales efficiency and creating numerous pipeline dashboards.
- A seamless workflow is created to streamline the process of generating leads by the sales rep, manage them and convert them into opportunities.
- Lead Management by Custom Fields bridges the gap between sales and marketing team, effectively managing, filtering, qualifying and nurturing the leads and closing them to get the business on board.
- Also, Our client wanted to increase the efficiency of their team.
Outcome Offered By Us
- The conversion rates of the leads to the opportunities has been increased by 70%
- All the leads from multiple channels are centralized on one platform offering complete transparency.
- The control of processes has reduced the operational risks
- The workflow has been scaled to 40%.
- The ROI after lead generating activates helped in gather which marketing channel works or not.
- The leads are properly managed, organized and assigned.
- Refining the leads from the sales force increased the efficiency of the team by 80%
- The duplicate lead records are completely eliminated.
Teddy Kyres
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