Improving Sales Conversions with Salesforce Sales Cloud and Experience Cloud

Overview

Our client is a leading housing finance firm in India. It relies on a centralized sales and engagement platform to manage leads, scale acquisition, and improve customer interaction across the sales journey.

Business Complexity

The client was losing leads due to inefficient conversion processes. Reliance on Excel and email, no centralized pipeline, and weak cross-selling limited visibility and revenue.

Action

  • Built Sales Cloud and Experience Cloud solutions across sales streams, with automated lead assignment by location and source.
  • Integrated external systems and enabled mobile access for 400+ field users.
  • Centralized lead and pipeline management to streamline processing and engagement.
  • Used automation and remote access to help scale lead acquisition.
  • Improved customer interaction across the sales journey.

Tech Stack

  • Salesforce Sales Cloud
  • Salesforce Experience Cloud
  • Automated Lead Assignment
  • External System Integrations
  • Salesforce Mobile Access

Impact

  • 10K+ leads created
  • 4 new sales streams enabled
  • 7 integrations implemented