Toptal drives 25% conversion lift for financial services firm with scalable Salesforce automation.
A fast-growing financial services firm needed to streamline lead capture and communication to keep pace with demand.
Client
Arizona-based business advisor helping FedEx delivery contractors improve profitability, value, and route sales through strategic operations guidance.
Revenue
Industry
Financial ServicesDelivered Services
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The client faced inefficiencies in lead management due to disconnected systems and manual workflows. Without integration between Salesforce, Docusign, Outlook, and its website, leads were inconsistently captured, follow-ups were delayed, and opportunities were missed.
Solution
Integrated CRM architecture
The company partnered with Toptal to design a scalable Salesforce architecture that automated lead capture from both the website and inbound email. Using Apex and Flow, the system evaluated leads based on dynamic scoring criteria and routed them through appropriate sales workflows.
Seamless Docusign and Outlook integration
The team connected Salesforce to Docusign and Outlook via REST APIs, enabling real-time contract workflows and automated communications. Declarative tools were prioritized to reduce technical debt, and a configuration-first approach ensured the system could evolve with minimal rework.
Outcome
Faster conversions and increased efficiency
Within three months, the firm saw a 90% reduction in lead response time and a 25% increase in lead-to-contract conversions. Automation eliminated manual steps, while document turnaround times were cut in half with Docusign integration.
Scalable growth with better visibility
With centralized data and real-time syncing across platforms, the team gained a unified view of customer interactions. Enhanced reporting, data accuracy, and faster onboarding allowed the firm to scale efficiently and respond to opportunities ahead of competitors.
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