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Case Study

Salesforce.com Professional Edition was implemented for their team and they are now able to manage their business in a much more efficient fashion.

Company Profile

The Teddy Kyres Mortgage Brokerage team is one of the most trusted and successful mortgage brokerage teams in all of Eastern Canada. 

The Challenge

 The business wanted to create more process, efficiency and productivity around their sales and marketing efforts.

The Solution

Salesforce.com Professional Edition was implemented for their team and they are now able to manage their business in a much more efficient fashion. They can report on exactly where their referrals are coming from, manage leads, get automatic updates on process milestones, then build solutions for their customers by tracking the mortgage fulfillment process from initial contact to through to funding approval.

The Results

The mortgage brokerage now has all their customer and referral information in one place so that any time a prospect or customer calls in, any member of the team can jump in and handle the request and ensure that their customers receive excellent service, and most importantly get funded for their new homes.

Solutions Utilized:

Sales Cloud

Over time, your business changes, and App Solve enables you to continue your hockey stick growth by consulting on your current Salesforce.com system and potentially ‘Re-Optimizing’ your Salesforce platform.

Custom Solutions

Whether we’re building custom applications in Salesforce like in Chatter, building API integrations from scratch or custom 3rd party application integrations – we bring technology to the business to ensure all company objectives are exceeded.