Case Study: Optissimmo streamlines lead management and sales automation with efficy

Optissimmo - Customer Case Study

Optissimmo, a French real estate tax exemption specialist, needed to professionalize its sales tools to manage its sustained growth. With a large team of advisors and developers spread across the country, the company's reliance on Excel for lead management and business processes had reached its limits. They sought a flexible CRM solution to automate tasks and handle their complex business needs from end-to-end and chose to partner with vendor Efficy.

The solution implemented by Efficy automated the entire sales process, from integrating leads from marketing campaigns to automatically assigning qualified prospects to consultants. This provided a 360-degree view of sales activity and delivered precise performance tracking, which was previously unattainable. The primary results were a significant gain in efficiency and the ability to manage over 3,000 new leads every month. Efficy's CRM also opened new opportunities, leading the company to deploy marketing automation to nurture its existing database of contacts.

Optissimmo

Denis Colomb

President And Ceo