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“LeadSquared transformed an Excel sheet and phone book into an efficient CRM, making everything just a tap away. It enables seamless organization of appointments and streamlined business processes. In sales, reducing lead response time and capitalizing on their attention are crucial, and a CRM serves as a powerful tool for this purpose.”
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Boost In Customer Engagement
Sales Processes
Greater Flexibility with Mobile CRM
Lead Management
Based in the UAE, YOUAE Mortgages offers a wide range of mortgage solutions designed to cater to the unique requirements of UAE expats and overseas residents. With the aim to make borrowing easy, YOUAE Mortgages provides end-to-end assistance in choosing the ‘right’ loans aligned to customer aspirations and financial portfolios. Ideally, when customers want to take out a mortgage loan, they approach their bank to understand their various loan propositions pegged with different interest rates. In this process, a few customers may be unaware of how good of a deal they’re getting, especially if they are first-time homeowners. This is where YOUAE Mortgages caters to customers and streamlines the borrower’s experience. As a mortgage-focused business, having a CRM system was vital for smooth operations and improved customer engagement.
For a growing business like YOUAE Mortgages, customer acquisition, and engagement is the fuel to keep the engine running. Their priority was to tap into their existing pipeline and build relationships that led to conversions. They wanted to get an insight into past and upcoming discovery calls, enabling them to plan follow-up calls to ensure continuous customer engagement.
Key objectives:
Here’s how LeadSquared became a one-stop solution to be on top of every lead and optimize their sales cycles!
Lead Management with LeadSquared comes with a holistic approach consisting of lead capture, tracking, qualification, distribution, nurturing, and reporting.
LeadSquared helps YOUAE Mortgages structure customer information and interactions. From knowing the customers who were contacted to the ones who required follow-ups, there’s a record of all customer engagements in one place.
They also get an insight into customer stages and what the sales executive’s next action should be.
With all the information being just a tap away on a mobile CRM, it gives them flexibility to manage calls, messages, and other customer interactions on the go.
It also enables convenient planning and tracking of daily appointments and sales activities, improving overall efficiency.
With LeadSquared’s Nudges via Carter (an in-app reminder and notifications system), automated notifications regarding sales activities help organize customer engagement and plug instances of lead leakage.
For example, if there is a call to be made to a certain lead, an automated trigger is sent on the mobile and desktop app as a reminder to initiate an action. Almost like a personal assistant!
The YOUAE Team was looking for a user-friendly CRM solution that could adapt to their business requirements and be scaled as and when the team grew, and LeadSquared did just that!
With service modules personalized to their requirements, they have better clarity and structure in their sales processes, with a positive impact on their conversions.
A Leading Lending Firm Doubles Its Productivity with LeadSquared
