Here’s How a UAE based Mortgage Firm achieves 100% Customer Engagement and Catapults Conversions.

“LeadSquared transformed an Excel sheet and phone book into an efficient CRM, making everything just a tap away. It enables seamless organization of appointments and streamlined business processes. In sales, reducing lead response time and capitalizing on their attention are crucial, and a CRM serves as a powerful tool for this purpose.”

– Founder

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Its task-based automation

About

Based in UAE, this firm offers a wide range of mortgage solutions designed to cater to the unique requirements of UAE expats and overseas residents. With the aim to make borrowing easy, they provide end-to-end assistance in choosing the ‘right’ loans aligned to customer aspirations and financial portfolios. Ideally, when customers want to take out a mortgage loan, they approach their bank to understand their various loan propositions pegged with different interest rates. In this process, a few customers may be unaware of how good of a deal they’re getting, especially if they are first-time homeowners. This is where this firm caters to customers and streamlines the borrower’s experience. As a mortgage-focused business, having a CRM system was vital for smooth operations and improved customer engagement.

What were they looking for

For a growing business, customer acquisition, and engagement is the fuel to keep the engine running. Their priority was to tap into their existing pipeline and build relationships that led to conversions. They wanted to get an insight into past and upcoming discovery calls, enabling them to plan follow-up calls to ensure continuous customer engagement.

Key objectives:

Managing customer information

Tracking customer engagement for enhanced conversions

LeadSquared Solution

Here’s how LeadSquared became a one-stop solution to be on top of every lead and optimize their sales cycles!

Lead Management

Lead Management with LeadSquared comes with a holistic approach consisting of lead capture, tracking, qualification, distribution, nurturing, and reporting.

LeadSquared helps the team to structure their customer information and interactions. From knowing the customers who were contacted to the ones who required follow-ups, there’s a record of all customer engagements in one place.

They also get an insight into customer stages and what the sales executive’s next action should be.

Mobile CRM

With all the information being just a tap away on a mobile CRM, it gives them flexibility to manage calls, messages, and other customer interactions on the go.

It also enables convenient planning and tracking of daily appointments and sales activities, improving overall efficiency.

LeadSquared Carter

With LeadSquared’s Nudges via Carter (an in-app reminder and notifications system), automated notifications regarding sales activities help organize customer engagement and plug instances of lead leakage.
For example, if there is a call to be made to a certain lead, an automated trigger is sent on the mobile and desktop app as a reminder to initiate an action. Almost like a personal assistant!

LeadSquared Impact

The team was looking for a user-friendly CRM solution that could adapt to their business requirements and be scaled as and when the team grew, and LeadSquared did just that!

With service modules personalized to their requirements, they have better clarity and structure in their sales processes, with a positive impact on their conversions.