Move With Us

Industry

Conveyancing

Challenge

Move With Us were embarking on significant growth with increased referrals coming into the teams. They needed a powerful, automated CRM system to help the conveyancing team manage the increased throughput of conveyancing referrals without increasing headcount, the bar was set high on this one!

Solution

We turned to the use of Sales Cloud lightning to ensure referral opportunities could be efficiently managed within a console view. An integration was also built between a central database to ensure all data within Salesforce was kept up to date.

Finally to ensure the sales team could quickly and efficiently quote customers with all the complexities that come with conveyancing costs we designed a bespoke quoting system in Salesforce, tailored specifically for Move With Us. This would automatically generate a two-stage quote for customers and email the customer automatically. All of this enabled the team at Move With Us to increase sales without increasing headcount.

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