Case Study: Allied Investment Group achieves better lead management and higher conversions with CEPTES Software

Allied Investment - Customer Case Study

Allied Investment Group (AIG), a real estate consulting firm in Sydney, Australia, used Salesforce to manage lead nurturing but struggled to get a complete view of leads in one place, identify hot leads, and prioritize follow-ups based on availability.

CEPTES Software implemented a custom Visualforce page with an Apex controller to consolidate all leads into a single view, sort them by interest level, and automate workflows and email templates for timely outreach. As a result, Allied Investment Group gained better lead prioritization, more consistent follow-ups, a comprehensive single-page view, and improved conversion potential.

Allied Investment Group