Our client offers a platform that enable the seamless integration of accurate, comprehensive, and customizable credit reports into Salesforce or Salesforce Financial Services Cloud. The platform facilitates the rapid download of credit reports, catering to Salesforce Consultants, CRAs (Credit Reporting Agencies), and direct users. It accelerates success by automating the credit reporting and decisioning process, offering efficiency and reliability.
The client was facing many challenges in conducting their business due to unoptimized Salesforce org. They were not able to scale their business due to the inefficient process of assigning and managing leads.
Our experts at Technology Mindz conducted an entire analysis of the client’s Salesforce org. Refactored all the unused records, fields, page layouts and status values. This helped the client to achieve better performance and grab new business opportunities.
The client was not able to track prospective leads efficiently and was manually entering data into the Salesforce.
There were a bunch of stale records and many unused fields in the client’s Salesforce org.
No assignment logic for assigning leads.There were 3 categories of leads and all the leads were going to only 1 person. This led to confusions and delayed conversions.
There were around 12 unused status values in the client’s Salesforce org.
There was no framework to track time spent on a particular lead. There were cases when leads were open for months. The incoming leads were not getting tapped to records in the Salesforce.
- We extracted the data from the client’s production and conducted an analysis of the entire org.
- We checked usage of each field and identified the fields which were not used. Refactored all the stale records.
- Built an assignment logic for assigning leads to the concerned person.
- Refactored all the status values and concised them in a very limited format. 12 status values were reduced to only 3 values.
- We made automation and validation rules to define the qualified and unqualified leads.
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Increased efficiency and reduced manual tasks: By addressing the challenges of stale records, unused fields, and manual data entry, the client experienced increased operational efficiency.
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Improved Salesforce system performance: The optimization efforts resulted in better performance for the Salesforce system. Slow performance issues were resolved, leading to a smoother user experience.
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Business scalability and new opportunities: With the assignment logic for leads in place, the client achieved better lead management and tracking. This not only reduced confusion but also opened up new opportunities for scaling the business and converting leads more efficiently.
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Streamlined lead status values: The reduction of status values from 12 to 3 simplified data management and reporting, making it easier for the client to track lead progress and make informed decisions.
