CarClarity – Optimising Lead Conversion through Salesforce Integration

CarClarity, Australia's first car loan platform, aimed to streamline its car loan lead management process. By integrating Salesforce with various systems, they sought to prioritise leads, enhance conversion rates, and improve the car buying experience for customers.

• Integrated Salesforce with MongoDB, Klaviyo, and the company website for consistent data management.
• Implemented a lead scoring mechanism to prioritise high-value leads.
• Connected the SMS Magic App for automated customer engagement.
• Introduced custom lead cloning for better usability.
  

• System Integration
• Synchronized data across Salesforce, MongoDB, Klaviyo, and other platforms to maintain consistency.
• Lead Management Enhancements
• Developed a lead scoring mechanism to display lead priorities.
• Introduced lead cloning features for easier management.
• Automated Engagement
• Connected Salesforce with SMS Magic for automated communication.
  

• Increased lead conversion rates through prioritised engagement.
• Enhanced data synchronisation and usability.
• Streamlined the car loan process, improving customer satisfaction.