A high impact consulting engagement where App Solve re-deployed the customer’s sales environment using our patented ‘Re-Optimization’ process
The Franchise Brokers Association (FBA) had been long time Salesforce.com users. Like many companies, processes began to change, configurations were made, and employees left without documented processes and the platform became difficult to unravel. The FBA needed to completely re-engineer their lead attainment and assignment process as they had a huge number of leads coming to them through upwards of 10 different sources.
App Solve worked closely with the FBA to understand their current lead processes and sources, then implemented to plan to re-create the entire process around automation, efficiency and productivity.
App Solve created new lead automation, lead assignment rules and integrated a 3rd party application to handle their incredibly high volume of leads from their extensive variety of sources.
The FBA is now able to receive their exponentially increasing high lead volume efficiently and effectively through the use of the Salesforce web-to-lead functionality that App Solve created and configured.