Business Challenge

• The biggest challenge for Allied Investment was to manage their leads effectively. They were unable to have a comprehensive view of their leads in a single page
• They were facing a tough challenge to identify hot leads out of their list of leads
• Another challenge was to follow up with the leads on a priority basis and also based on their availability

Solution

• With a custom Visualforce page and by using apex controller put all the leads in a single page for seamless lead management.
• Created a process builder & an email template like letterhead and used apex class which is invoked by the process builder to send the notification.
• Created workflows and email templates as per the lead requirement. With these automated flows, leads can be reached at their preferred time.

Results

• Leads were displayed as per their priority level. This means better lead management and higher conversion rates.
• A comprehensive view of the leads in a single page.
• Customer details are displayed to the user whenever they select a customer in a record
• Periodical lead/customer follow-ups.
• Customer follow-ups based on priority level as well as at their preferred time.