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Project Information
CASE STUDY:

Brokerage Firm - Ireland

Implemented CRM which improved client engagement and retention, leading to improved sales.

Problem Statement:  The mortgage brokerage firm was growing rapidly and struggling to keep control of clients and manage leads from various sources. Follow ups with leads were inconsistent, the sales cycle was unnecessarily long, and deals were being lost to competitors.

The Glinbit Solution:

After meeting with client and understanding the issues faced, our experienced consultants recommended and implemented a CRM based on specific needs. Lead capture was automated, lead scoring provided revenue forecasting and dashboard provided real time view of the entire sales pipeline.

Tangible Results:
  • Average response time for clients reduced from 4 days to half a day.
  • Revenue forecasting improved by 600%
  • Employee stress levels dropped by 80%
  • Lead conversion improved by 75%