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Salesforce Lead Automation & Enhancement Project
  1. case
  2. Salesforce Lead Automation & Enhancement Project

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Salesforce Lead Automation & Enhancement Project

alliancetek.com
Financial services

Lead Management Inefficiencies

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.

About the Client

A financial consulting service company specializing in lead management, qualification, and delegation to experts.

Project Goals

  • Automate lead assignment to the appropriate expert based on defined criteria.
  • Centralize lead data within Salesforce for improved accessibility and organization.
  • Automate task creation and follow-up activities for leads.
  • Improve reporting capabilities for lead performance and insights.
  • Enhance the overall efficiency of the lead management process.

Functional Requirements

  • Automated lead assignment rules and workflows
  • Lead calculation and data enrichment
  • Automated email notifications and alerts
  • Automated calling service integration
  • Custom report generation (tabular and matrix formats)
  • Automated activity history tracking
  • Website lead capture and Salesforce integration

Preferred Technologies

Salesforce
API Integration
Automated Calling Service API

Required Integrations

  • Third-party automated calling service
  • Website for lead capture

Non-Functional Requirements

  • Scalability to handle increasing lead volumes
  • System performance and responsiveness
  • Data security and compliance
  • Easy maintenance and updates

Expected Business Impact

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.

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