AnnuitiesHQ

AnnuitiesHQ is a financial consulting service company that collects, qualifies, and delegates leads. Previously, lead documentation was performed manually, and their use of Salesforce was limited only to recording leads. They needed a dynamic lead automation solution that would keep their information organized in a central location with automated task functionality.

  • software development


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Project Size

$5001 to $10,000

Technologies Used

  • salesforce

Client

CEO & Co-Founder

financial services Company

Toronto, Canada

Company Size : less than 10 employees

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