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The client experienced inefficiencies due to manual lead documentation and limited Salesforce utilization. This resulted in disorganized lead information, lack of automated task management, and difficulty in tracking lead progress and performance. They needed a system to centralize lead data and automate key processes.
A financial consulting service company specializing in lead management, qualification, and delegation to experts.
The project is expected to significantly improve lead management efficiency, reduce manual effort, enhance data accuracy, and provide actionable insights into lead performance. This will lead to increased sales conversions and improved customer satisfaction.