The Before
Online Mortgage Advisor needed to match thousands of weekly enquiries with hundreds of brokers using complex rules. Customer marketing, enquiries and completed business also needed to sit in one place so the team could understand each customer and improve service.
The After
We built web enquiry capture, custom categorisation and broker routing on the Salesforce Platform, supported by Sales Cloud and Marketing Cloud for real-time email and SMS. Vonage telephony, broker access and live dashboards completed the joined-up process.
The Results
Enquiries are automatically sent to the right broker at the right time, while teams and brokers collaborate on a live pipeline. Customer touchpoints, SLA performance and marketing results are visible in one system, with ongoing support helping the process keep pace with change.
