AllianceTek

5.00/5 (1 Reviews)

Empowering IT Solutions

AllianceTek is a project-based, end-to-end software development company, with extensive experience in building mobile, cloud, and web solutions. Our core expertise lies in building solutions based on leading technologies and platforms, such as Salesforce, Microsoft .NET, Mic ... Read more
$25 - $49/hr
United States, United States
50 - 249
2004
AllianceTek
5.00/5 (1 Reviews)
Empowering IT Solutions
Lead Assignment Automation
Amount: Not Disclosed Timeline: 56 weeks Financial & Payments

The client is a financial consulting service company that collects, qualifies, and delegates lead. Previously, lead documentation was performed manually, and their use of Salesforce was limited only to recording leads. They needed a dynamic lead automation solution that would keep their information organized in a central location with automated task functionality.

AllianceTek enhanced the client's existing Salesforce system by developing an automated lead assignment feature. This Salesforce automation enabled the client to easily manage and assign leads by tracking their locations and assigning them to the appropriate expert. AllianceTek built various features into the system, including lead calculation, automated emails and alerts, and automated calling service.

AllianceTek created custom page layouts that improved the look and feel of the site, made navigation easier, and enhanced its usability. As a result, the client is now able to customize reports in tabular and matrix formats, which can be shared and saved within the system, along with automatically recording activity histories. AllianceTek’s integrated solution provided automated processes that saved time and enabled them to stay up to date on leads and vital information.

AllianceTek also provided the client with the following capabilities:

  • Collect inquiries from their website, which are saved as Advisors and Leads in the Salesforce protection environment.
  • Send emails to Advisors and Leads, as needed, and send emails when a task is created and a field updated.
  • Custom page layout views for better look and feel.
  • Create custom reports in tabular and matrix formats.
  • Integrated API for third-party automated calling services.
PORTFOLIO
Healthcare & Medical
Not Disclosed
100 Weeks
Government
Not Disclosed
100 Weeks
Retail
Not Disclosed
100 Weeks
Contact information
us
AllianceTek
100 Deerfield Lane, Suite 250, Malvern, Pennsylvania 19355
United States
484-892-5713
us
AllianceTek
One Boston Place Suite 2600, Boston, Massachusetts 02108
United States
617-399-8174
us
AllianceTek
48 Wall Street Suite 3104, NYC, New York 10005
United States
646-810-8774
us
AllianceTek
205 S. Broadway Suite 7104, Los Angeles, California 90012
United States
213-221-2829
GoodFirms