Technical Services

Financial Profiles had implemented Salesforce.com, however as the marketing efforts increased and drove more leads to the sales teams, it was important that the right leads went to the right sales people.  Because Financial Profiles had multiple products that required different sales and marketing tactics, they had implemented a wide range of on-site lead generation and funneling tactics as well as had arranged their sales force to support different lead types through different sales teams.

Financial Profiles' original Salesforce.com implementation was only leveraging a narrow set of the CRM application's features. Red Door Interactive effectively evaluated the situation, integrated a single-sign on solution for multi-step leads and efficiently routed, tagged and rated incoming leads in an effort to streamline the sales process.  The solution leveraged existing technology and helped reduce the overall time to close incoming sales leads.