Integration of Automated Email Solutions with Salesforce to Enhance Client Communication
100%
Organized and presentable way of names in Salesforce in Proper Case
86%
ROI increased from the previous year
98%
Timely and responsive emails sent with PDF attachments and alerts
Overview
From scattered records to a single automated flow
What You Need To Know
Timely client communication sets the foundations of strong customer relationships and operational efficiency. Hence, automating email communication is extremely crucial for mortgage lending companies.
Why It Matters
Lending Experts aimed to standardize their contact information in Salesforce and automate email communications, including the generation of PDF attachments.
What HIC Did
HIC Global Solutions implemented integration solutions to automate AZ’s email communication process and improve data organization.
Challenges Faced
Bottlenecks slowing every hand-off
High Volume of Inquiries:
Managing a growing number of inquiries and emails, without a centralized platform was becoming increasingly difficult.
Inconsistent Data Entry:
Manually storing customer information led to errors and inconsistencies, complicating lead management.
Manual Email Generation:
Sending emails with PDF attachments every Friday required significant manual effort and was prone to errors.
About the Company
Headquartered in Tempe Arizona, our client AZ Lending Experts is a premier source of mortgage lending needs. The client is a full-service lender that specializes in Conventional Home Loans, VA, FHA home loans, USDA, and jumbo residential mortgages. Also, AZ Lending Experts is Arizona’s top mortgage broker. The firm has greater control over its clients’ transactions, and thus it helps them approve and close loans quickly.
The client also provides a variety of home loan solutions with down-payment assistance and other exciting options. Thus, our client, AZ Lending Experts, helps people get the perfect competitive loan that can meet all their needs.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Automated Lead Insertion
Implemented a system to automatically insert web and email inquiries directly into Salesforce.
Name Standardization
Developed a trigger in Salesforce to ensure names in contact information and leads are stored in the proper case.
Automated Email Generation
Converted the Visualforce page to PDF for email attachments and set up automatic email alerts every Friday to relevant parties, including Realtors and their assistants.
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