Dynamic Lead Management using Salesforce Portal for Touch Accounting
- Industry: Finance
- Location: UK
- Technology: Salesforce, Wordpress
About the Company
Precision and attention to detail are paramount in the intricate world of finance and accounting. Our client, a prominent player in the finance industry, confronted challenges when their accountants and partners needed to collaborate on complex projects.
Client Requirements
The client required a level platform for accountants and partners to create leads and opportunities for different companies that require liquidation.
-
Secure platform for accountants to access relevant information and collaborate effectively.
-
The client required a comprehensive visualization of leads to aid accountants in understanding lead status and progression.
-
Accommodate multiple companies, each requiring efficient lead and opportunity management.
-
Partners needed an automated way to calculate and track fees associated with different relationships.
Solutions
After conducting an in-depth analysis of the issue, we came up with two portals that can help them manage the process
Different Logins for Accountants and Partners: Separate portals for accountants and partners, ensuring secure and customized access.
Lead Management for Accountants: Create and view leads associated with their customers and monitor lead statuses.
Charts and Filters for Better Visualization: A dynamic bar chart with date and source filters for enhanced visualization of lead statuses for accountants.
Lead Management for Partners: Easily view and update lead details, facilitating efficient collaboration.
Auto-Calculate Payments: Auto calculation payments based on the annual fee schedule.
Results
Enhanced Collaboration
Accountants and partners seamlessly collaborated on the same projects, improving communication and teamwork.
Efficient Lead Management
Accountants created and monitored leads efficiently, while partners effectively managed lead details and statuses.
Clear Visual Insights
The visual representation of lead statuses, complete with dynamic charts and filters, provided accountants with a clear understanding of project progress.
Automated Fee Calculation
Partners experienced streamlined fee calculation, saving time and reducing manual errors in payment calculations.