A Leading Mortgage and Refinancing company close more deals via implementing a scalable, enterprise-wide customer engagement solution using Salesforce


About the Client

The client offers mortgage lending solutions in the United States. They offer mortgages and home buying programs such as refinancing options



  • DemandBlue created a custom formula that compares the domain in a lead’s email address to all website domains listed in existing accounts to identify a match
  • Implemented a blended lead scoring and grading model, the leads assigned to sales are higher quality
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  • Sales Managers and Account Executives have more time to close deals
  • Increased sales efficiency due to improved insight into leads and better lead quality.
  • Improved lead follow-up by identifying the 25% of qualified leads in their database​.
  • Built healthy sales pipeline, and 30% higher deal closing rates

Salesforce: Sales Cloud

Technologies: Apex, Flows