Case Study: Swedish Bank streamlines mortgage lead sales with Avaus and Salesforce

Swedish Bank creates automated mortgage lead-to-sales process with Avaus

The customer, a Swedish bank, faced the challenge of creating a new automated lead-to-sales process for its mortgage business while accounting for GDPR and internal complexity. Without the correct technology, it was unable to seize opportunities and relied solely on word-of-mouth for new customers. Vendor Avaus was engaged to help implement a solution.

Avaus implemented Salesforce as the technological tool to establish an efficient process and engage sales owners. The solution involved creating a cross-competence group to develop new sales processes and break down internal silos. As a result, the Swedish bank gained better customer insight, defined a clear roadmap, and was able to identify next steps to increase its attractiveness to potential customers and develop previously ignored market segments.

Swedish Bank