Case Study: a financial services company achieves 25% higher conversions with Toptal Salesforce automation

a financial services company boosts conversions 25% with Toptal

The customer, a financial services company, faced significant inefficiencies in its lead management process due to disconnected systems and manual workflows. Without integration between Salesforce, Docusign, Outlook, and its website, the company struggled with inconsistent lead capture, delayed follow-ups, and missed opportunities. Toptal was engaged to address these challenges.

Toptal designed a scalable Salesforce architecture that automated lead capture from the website and inbound email. The solution integrated Salesforce with Docusign and Outlook via REST APIs, enabling real-time contract workflows and automated communications. This resulted in a 90% reduction in lead response time and a 25% increase in lead-to-contract conversions within three months, allowing the financial services company to scale efficiently and gain better visibility into customer interactions.