Case Study: Eager Beaver Trailers streamlines lead referrals with IT Edge CRM

Eager Beaver Trailers streamlines lead referrals with IT Edge CRM, routing web leads to the right rep in a few clicks

Eager Beaver Trailers, a trailer manufacturer with a vast dealer network across the Americas, faced a cumbersome and inefficient lead referral process. Their sales reps struggled to quickly identify the best dealer for each new web lead based on factors like geographic proximity and product interest, which often resulted in neglected leads and a poor customer experience. They partnered with IT Edge CRM for a custom Salesforce solution to address this challenge.

IT Edge CRM designed and implemented a custom lead referral wizard within the Salesforce Sales Cloud. This solution automatically assigns leads to the correct sales rep and provides a tool to quickly identify the nearest, most appropriate dealer before sending a templated introduction email. The system implemented by IT Edge CRM streamlined the entire process, eliminating manual errors, ensuring customers are promptly served, and providing valuable new insights into marketing effectiveness and sales patterns.

Eager Beaver Trailers