eMail-Lead Grabber helps a wealth management firm to increase its operational efficiency by 85%
About Database-LA
Database-LA is one of the leading providers of ACT! by SAGE, giving the tools businesses need to organize and manage their contact information, improve productivity and get the most out of every sales opportunity.
About the Client
TM-1031 Exchange is a wealth management firm founded by Tim Marshall in 1999 to provide the investment knowledge and access to the widest possible properties in the market. The team at TM-1031 Exchange is managed by experts with extensive experience in investment real estate, risk mitigation, portfolio strategy, wealth management and 1031 exchanges.
eMail-Lead Grabber has generated a good income for us not only from the initial sale, but also from our consulting incurred to create the forms that process various incoming leads.
Daniel Graves, Founder and President of Database-LA
Challenge with the client
The sales department of TM-1031 used to receive hundreds of email leads flowing in daily and the manual processing of items filled in multiple web forms was taking up lot of resources and time.
Problems faced
Wanted solution for processing increased sales leads
Wanted faster response to the web leads
Solution
Tim of TM-1031 was introduced about eMail-Lead Grabber by Daniel. Tim was completely amazed with the unmonitored system of eMail-Lead Grabber that adds information into ACT! which was processed through a webform.
Result
Set up eMail-Lead Grabber to process email leads automatically
Productivity of operational staff increased by upto 85%
Sales lead conversion increased by upto 20% due to quick follow-up
Daniel Graves,
