Lead Management by Custom Fields to improve the sales pipeline

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.

Orbis-Mortgage-group-Outsource- Salesforce

Key Improvements for our Customers​

Increase in conversion Rates of the leads to the opportunities
0 %
Increase in workflow
0 %
Refined the leads from the Salesforce increased the efficiency of the team
0 %

Challanges Faced By Our Client

Outcome Offered By Us

Teddy-Kyres-President-1-modified (1)

Teddy Kyres

" We were super fortunate to work with Outsource salesforce. They have exceeded our expectations every single time in setting expectations, being pro-active, deliver on time, amazing open communication hard working. As I have mentioned in the title, after working with many developer teams I can say that Outsource salesforce is the best in the industry."