How Velocify Pulse with Dial-IQ helped Salesforce clients virtualize their centralized sales teams in hours—and improved LO productivity by 40 percent
How Velocify Pulse with Dial-IQ helped Salesforce clients virtualize their centralized sales teams in hours—and improved LO productivity by 40 percent
2 PagesProfile • Multiple mortgage lenders that use Salesforce as their system of record • Locations nationwide • Both consumer direct and traditional field sales teams Challenge Enable business continuity during a pandemic and quickly align engagement strategies with market conditions. Results • Pivoted from centralized to virtual workforce in hours • Improved visibility and control • Increased LO productivity by as much as 40 percent • Increased pull-through rates by double digits • Simplified Salesforce and Salesforce Mobile for LOs • Rapid ROI The challenge When these Velocify Pulse® with Dial-IQ clients originally began looking at sales automation technology to drive sales production in their Salesforce ecosystems, having to virtualize an entire workforce during a pandemi
